lol88
10 Feb 2017
Re: Positives Share price most always goes down after x divi date much the same% as paid out and shares will then rise or fall as good or bad news filters in through out the year and hopefully it will be all positive and we have a good year
Steve Gurr
10 Feb 2017
Re: Positives " the share price will drop and will stay down for another 12 months"Why will it "stay down" for 12 months, what is your reasoning for that statement?
Akis1999
10 Feb 2017
Re: Positives We'd prefer the price to rise independently of the dividend. Because otherwise on the ex- day the share price will drop and will stay down for another 12 months.
lol88
09 Feb 2017
Positives Have to be positive as a bit underwater with this share but up she goes as divi nears
Hardboy
08 Feb 2017
Re: Beaufort Securities' View LOL,Agree with the sentiment, but I'll take slight issue with this bit. "easy jet are well placed in the pack to increased passengers." They consistently operate at load factors of over 90%. 100% is not practical so there is not too much upside; and increasing capacity is not something you can do on a whim - you can't just nip down to Tesco & pick up a new plane. I think (not bothering to check) they plan to increase capacity by 9% this year, which will help of course.
Hardboy
08 Feb 2017
Re: Beaufort Securities' View Claude,The terrorist attacks do, of course, hit the airlines, but they tend to have surprisingly short lived effects. All the events you mention are very recent, yet EasyJet just published record load Factor & Passenger Numbers for a January.Staff Strikes? I know BA have had their problems, but I don't recall EZJ doing. Another airline's internal upheaval is good for their competitors. "Strikes by bl***y French traffic controllers not knowing whether they want to work or not"They know perfectly well - they do NOT want to work. In this day and age this is just stupidity, but sadly French employment issues seem stuck in the 1970s. As for cutting wrists - a few French Union Leaders' throats may be preferable.
claude reins
07 Feb 2017
Re: Beaufort Securities' View Dont want to be a kill joy but all it needs - for all Euro airlines - is another Berlin, another Nice, another Tunisia, another Sharm el Sheik. These are the events that have really been hitting these guys - not to mention staff strikes, bl***y French traffic controllers not knowing whether they want to work or not etc etc etc. If I were in Operations for an Easyjet or another airline, I would want to be cutting my wrists at times!Not a clear Buy at all IMHO
lol88
07 Feb 2017
Re: Beaufort Securities' View Still think this a good buy for under £10 ,when sterling settles to a steady level this share will rise.all British airlines are in the same boat with the weak pound and easy jet are well placed in the pack to increased passengers and still keep profits ticking up in my view
Hardboy
07 Feb 2017
Beaufort Securities' View easyJet (EZJ.L, 932.50p) – BuyOur view: easyJet reported strong passenger traffic and load factor data for January, while also benefitting from a relatively weaker comparative (January 2016: Passenger traffic +6.3%, Load Factor -0.1%; January 2015: Passenger traffic +0.0%, Load Factor -0.3%). The January statistic follows last month's strong +15.1% growth in passenger traffic and +3.3% improvement in load factor. At the end of December, easyJet announced resilient results for the Q1 FY2017, in line with guidance, supported by the higher revenue due to currency movements and expanded passenger numbers, although it has warned that the weakness of Sterling is expected to impact easyJet's full year pre-tax profit by around £105m. Looking ahead, subject to normal levels of disruption, the Group reiterated that it planned to grow seat capacity by up to +9% in the FY2017, while it continues to target a -3% decline in total cost per seat at constant currency including fuel for the full year, and a +1% increase in cost per seat excluding fuel at constant foreign exchange rate. The Group said it remains committed to flat cost per seat excluding fuel at constant currency in the FY2019 against FY2015. Revenue per seat for the H1 is expected to decline by "high single digits" due to the timing of Easter and the Berlin terrorist attack. Adjusting for this, underlying revenue per seat decline is expected to improve in the Q2 compared to the Q1, supported by a strong demand across all European markets. Considering the successful lean cost programme, strong forward booking (c.56% of expected bookings in Q2 secured at 24 January 2017), and strong balance sheet, Beaufort retains its Buy rating on the shares based on a FY2017E earnings multiple of 11.8x and 4.2% yield, while keeping one careful eye on the oil price and economic/political uncertainties.
5 Iron
06 Feb 2017
Re: Easyjet has become an ‘easy buy’ It sure has at 9.35, 50p divi just around the corner, increases in passenger numbers. We must also remember that whilst less uk people may go abroad, tourists will be flocking into uk using Easyjet to enjoy the weak pound. Onwards and back upwards from here!
Hardboy
06 Feb 2017
January Passenger Numbers Are very good. Not only are the numbers up double digit % on last year, but load factor is up too, despite a recent increase in capacity. Of course this is only part of the equation, and the main concern about EZJ is the spend per passenger.
holland44
02 Feb 2017
Easyjet has become an ‘easy buy’ Discussion by Robert Stephens at Master Investor: [link]
Baker2005
02 Feb 2017
Re: Just a thought Wizz air dropped 8% or so yesterday on results. That impacted Easyjet, although the later has a much larger business and I would say better route divesity. Concerns are about rising fuel costs whilst at the same time revenue per seat is falling due to increased competition. I am sure Easyjet could add a few percent to its fares to improve margin without seriously affecting revenue. Its not all about price - most people fly based on the most convenient airports, and Easyjet has good coverage out of Gatwick, Milan , Paris , Munich etc. In my view their model should be much more resiliant than the airlines that are struggling like Monarch/Flybe etc.
commercia
02 Feb 2017
Re: Just a thought i agree. I bought some at 975 , considering another purchase. 53p div around 23rd feb. I am happy to hold for now
Hardboy
02 Feb 2017
Re: Just a thought Shares are up and down a bit at the moment, with each economic shift in expectations; but while it does not affect EZY directly, I think when the largest economy in the world starts restricting who can travel to the country, there will be ripples throughout the airline industry.
