mildmouth
13 Apr 2017
Re: Why buy Flybe? How about1) Share price less than half net asset value2) Plenty of cash from heavy rights issue about 3 year ago at, I think, 1.10 per share 3) Possible turnaround from newly appointed MD who has also just bought a not insignificant number of shares4) Plagued by overcapacity and at last the overhang comes to an end this year when they can start returning surplus aircraft5) Possible acquisition by another airline. Very cheap if they have a plan.for starters.................... ??
claude reins
13 Apr 2017
Why buy Flybe? I cannot think of a good reason for buying this share unless the SP is buoyed up by some clever financial management. They are the bottom of the pile in European airlines in my view. Best of luck to holders!
II Editor
05 Apr 2017
NEW ARTICLE: What this share needs to escape the danger zone and fly "Flybe (LSE:FLYB)We last looked at LSE:FLYB:Flybe last October and speculated a bottom of 30p which, if broken, allowed a hard landing at 16p or so.Thankfully, the 30p runway presence proved devastatingly accurate and the price has glided upward ..."[link]
II Editor
04 Apr 2017
NEW ARTICLE: Trends and Targets for 5/04/2017 " FLYBE (LSE:FLYB) We last looked at this last October - link here - and speculated a bottom of 30p which, if broken, allowed a hard landing at 16p or so. Thankfully, the 30p runway presence proved devastatingly accurate and the price has ..."[link]
II Editor
03 Nov 2016
NEW ARTICLE: A dangerous share in line for fireworks? "Fastjet (LSE:FJET)We were probably asking for trouble when we covered LSE:FLYB:Flybe. A bunch of folk emailed, asking for an update against LSE:FJET:FastJet. We last viewed this in 2015 and movements since give us concern. As we said, if the "b" ..."[link]
II Editor
01 Nov 2016
NEW ARTICLE: Can this share avoid a crash landing? "We often suspect, with some justification, the 'B' in LSE:FLYB:Flybe stands for "brick". We last commented against this 18 months ago. following a route similar to a politician chasing an expense receipt in a breeze, it finally found its way ..."[link]
II Editor
31 Oct 2016
NEW ARTICLE: Trends and Targets for 1/11/2016 "FLYBE Group (LSE:FLYB) We often suspect, with some justification, the 'B' in FLYB stands for Brick. We last commented against this 18 months ago. (link here) following a route similar to a politician chasing an expense receipt in a breeze, ..."[link]
Investor KT
27 Oct 2016
Re: Ouch The company is contributing towards the cost of his legal advice points to CEO being pushed.For me the fear/worry is whether it is a pre-cursor to possibly bad results that are due soon. Relative to other airlines, I believe the load factor at Flybe is lower. They also recently increased capacity.Just my opinion of course.
Nice to Michu
26 Oct 2016
Ouch CEO fired as opposed to leaving of own volition perhaps?No profits warning alongside at least .. although results in 2 weeks might have something along those lines? ( Maybe medium term issues more than immediate revenue related issues.. eg USD exposure for aircraft purchase/lease or oil hedging strategy related etc..) And they recently grew out a staff share scheme which is surprising if they knew big bad news was soon to come?This is a dog and I nearly sold out at a small loss at 50 odd p recently but didn't as I thought it had medium term upside potential.. oh well .. it has cash in the bank and a decent balance sheet so wont go under at least.. so maybe a further 3 year turn around ahead.. i'll happily sit and wait that long for most of my bet here, I expect.. A takeover at even a small premium would bo ok'ish too.. wishful thinking perhaps..
KayCatso
07 Oct 2016
Negative airlines FlyBe seems to be getting hit due to the negative sentiment on airlines. Monarch almost out of business and EasyJet numbers down. Sure the Paris and Brussels terrorist attacks will have had ana effect on results but whenever I fly to Brussels or Paris (which is quite often) the planes are always full and the fares are not 'low cost'. For my money they will survive and prosper once they exit their fule hedging.
ribs
06 Sep 2016
Re: SP taking off !! Maybe it's up because of some short term extra income?"The Cardiff to London City Flybe route operating while the Severn Tunnel is shut could save the Welsh economy over 800 working weeks.With passengers landing in the heart of London just one hour after take-off from Cardiff they will save approximately two hours from their working day.The flights between the Welsh Government-owned airport and London City Airport, start on Monday September 12, and will continue until October 21, when the tunnel is scheduled to reopen.Flybe will operate up to three return flights per day during the six-week closure of the Severn Tunnel. Work is being undertaken to install a new electric conductor rail on the direct railway line between Cardiff and London."
Global Nomad
06 Sep 2016
SP taking off !! Sorry it was to hard to resist....Have watched the price hit the deck, level out and start to climb. Feels like the momentum is growing and some trigger today has seen a significant improvement. a way to go before breakeven for me after averaging down a few weeks ago, so hope tis continues on its current flight path 
Global Nomad
06 Sep 2016
SP taking off !! Sorry it was too hard to resist....Have watched the price hit the deck, level out and start to climb. Feels like the momentum is growing and some trigger today has seen a significant improvement. a way to go before breakeven for me after averaging down a few weeks ago, so hope tis continues on its current flight path
Nice to Michu
06 Sep 2016
Surprised no technical guys commenting here This has gone up approx. 50% in just over a month and while from a tragic base of mid 30's ish p is still meaningful in anybody's language... So why is nobody posting ?The share buy back was the trigger, I believe.. and it may still be going on.. and I'm worried a little bit what happens when it end though.. and so am selling small amounts into this rise ( but will keep a meaningful core holding whatever)On fundamentals this still seems good value at these mid 50'sp levels ( I believe that the 30's sp was pricing in a collapse in Flybe's business which even accepting macro headwinds I always thought was extremely harsh ) If this stays up /continues up from here the employees will be more bought in than ever by this employee share scheme exercise, which is very good news!
Nice to Michu
27 Jul 2016
Motley fool commentary Shares in Flybe Group (LSE: FLYB) have been through turmoil, falling 71% since their highest point in 2014, to 38p today -- and that includes a 9.5% drop today after the airline's Q1 update.Flybe has been fighting to turn itself around over the past few years, and managed to return to profit in the year to March 2016. Today's headline results indicate further progress, with passenger numbers up 9.2% to 2.3m and passenger revenue up 5% to £155.8m, after capacity was increased by 15.5% to 3.2m seats. But one worry is Flybe's falling load factor, which dropped to 70% from 74% at the same stage last year -- rivals like easyJet typically report load factors in excess of 90%.Then there's the Brexit effect and fears over terrorism, which we're told "could have a materially adverse impact" in the near term. And airlines are facing higher fuel costs in Sterling terms.But are these concerns already built-into the share price as it's on a forward P/E multiple of just six? Flybe looks like an oversold bargain now, but I wouldn't buy when you can get easyJet shares on a P/E of under 9 and with 5% dividends thrown in for good measure.( PS: I think that we are in for a tough rest of year at least but the balance sheet and cash position are strong and so I believe we'll come through this readily enough. The current south of 40p sp assumes awful turbulence ahead for flybe. While it may be meaningful turbulence I don't see it being awful and so I see this as at least a hold and a speculative buy for long term players).
