Keyword results: Easyjet

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - Lucian getting hammered by Cineworld et al - does he deserve it?

I start with a few comments on my life as a tree hugging, green feminist and the issues that presents. Then I comment on Wildcat (WCAT) and its smearing of me in a bonkers statement. I then comment on Versarien (VRS), the Ian Westbrook case and what will cause a share price collapse this year. Then it is on to Cineworld (CINE), the Restaurant Group (RTN) and easyjet (EZJ), three end of covid plays and why they are not all the same. Finally I look at Nostra Terra Oil & Gas (NTOG) and the latest statement served up by its devoutly Christian boss and why I am not buying into it.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Keeping optimistic for 2022

Did you have a good start to the year yesterday? I had one or two excitements but as I did not enter 2022 with either (1) a bunch of bond holdings and/or (2) a bunch of technology sector positions, it was a great start to the year.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet – a Recovery Buy?

An already widespread virus mutating to what is being seen clinically as “extremely mild cases”. Not bad news then… except in Airstrip One – and a resultant very negative stock market reaction. However government response madness is gradually being revealed and travel and leisure should resultantly gradually recover, though some share prices here remain depressed. Opportunity?…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Will easyJet make a profit during its FY22?

The last day of a month always has a bit of market excitement, typically involving investors who fiddle around with their portfolio to ensure they are not too embarrassed when their end of the month portfolio is published. But there is more to think about this end of the month, with the headlines that the ‘Moderna chief predicts existing vaccines will struggle with Omicron’ having naturally induced a bit of (negative) excitements for the markets today. Hello the FTSE 100 lurking again at the c. 7,000 index point level. And then we also had the full year latest update from easyJet (EZJ)…

Subscribe to ShareProphets to access Premium Content
Father Christmas
PREMIUM CONTENT

Think about the rest of 2021 before you even get to 2022!

Late November and early December is always a busy time for the brokerage industry to forge, write and publish its investment thoughts for next year.  Of course many of such thoughts end up as deeply embarrassing, even before you reach Easter, but – like most of the sales industry – what you said a few months ago was the ancient past, and what matters is your thinking today. 

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Good news for both easyJet and Smiths Group shareholders

I may not have been on a plane since January 2020 but I still like easyJet (EZJ) shares and was pleased to read earlier today on the ‘31 for 47 rights issue of 301m New Shares at 410p per New Share…valid acceptances representing approximately 93.0%’. Whilst most money raisings will induce volatility, earlier this month I wrote about how I backed this deal. Frankly, I am amazed that 7% of investors failed to do this. That’s their mistake in my view. Easyjet remains a buy for me. I might even get the chance to travel on one of its planes over the next year. Also earlier this year I talked about looking for the opportunities to buy the ‘British multinational diversified engineering business’ Smiths Group (SMIN) when its shares fell below £15.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Money raising and a rejected takeover, so what is going on at easyJet?

I have been an easyJet (EZJ) fan for a while and, whilst holding some shares going into the COVID-19 crisis hurt, doubling up on the shares just under eighteen months ago has worked out well. So today’s complex update is of interest at many levels…especially as the shares today are down by more than 10% to only just over a 7 quid price following news of a (turned down) takeover approach and a decision to raise money. What is going on?

Subscribe to ShareProphets to access Premium Content
MHC
MHC
PREMIUM CONTENT

BREAKING: MyHealthChecked Covid tests now on sale with Lloyds Pharmacy which has 1400 stores why no RNS?

This is massive. Lloyds has 1400 stores across the UK. And as you can see HERE, it is now selling the MyHealthChecked (MHC) covid test. Boots is selling the test from more than 500 stores and that deal plus sales from MyHealthChecked’s own portal managed to drive sales of c£3 million in May and June alone. So gaining this additional distribution (plus that from partnering with EasyJet) is surely highly material. Why no RNS

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

New (upcoming) Chair at easyJet!

In a few weeks time it will be eighteen months since I have been on a plane. No great hassle and progressively the world is coming back towards its historic norm. Given my historic preferences, I would imagine easyJet (EZJ) may get a booking from me over the next few months. As for its shares though  as I discussed here last month  I more than doubled my holding at the peak of COVID-19 concerns last year, and whilst they remain volatile I still hope for another run closer to a twelve quid share price over the next year.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

EasyJet loves Europe more than the UK, I'm heading for the departure lounge on this one

The reality about the investment world is that thinking about realities for the next six to eighteen months matter a lot more than many people (even brokers and investment analysts) think. And that brings us to easyJet (EZJ) this morning publishing its nine months numbers. I know it makes sense for most companies to use the end of December as their full year point. Meanwhile some old-school corporations use the end of the UK tax year at the end of March/start of April. However many travel companies use the end of September, especially if they have a big summer holiday focus, often maxing out their revenue flow in the months leading up to that time. Nevertheless, you would expect some interesting comments – and guidance – at the nine month numbers published in July. And this brings us to easyJet today.

Subscribe to ShareProphets to access Premium Content
MHC
MHC
PREMIUM CONTENT

MyHealthChecked – first-half trading update, ‘a transformation of the business’. Buy

MyHealthChecked (MHC) has made a trading update, emphasising “the first half of 2021 has seen a transformation of our business” and the shares have responded more than 7% higher to 3.8p – so what’s the transformation?

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Another gotcha for the Sheriff - this time it's Bidstack, bailout placing at 2p

In today’s bearcast with myself and Joshua recorded in Metsovo, I comment on MyHealthChecked (MHC), Boots & EasyJet, the blooming Poulden Lenigas bromance, on Zoetic (ZOE) and on Bidstack (BIDS). More ouzo tonight methinks. 

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - fighting Easyjet to get all my cash back

I start with four companies to boycott: Octopus Energy, Grolsch, Nivea and Kopparber. Not that it will make any difference. I then battle EasyJet (EZJ) to get my own money back and discuss why i would not own its shares. Then onto Bidstack (BIDS) which will meet payroll next week but will struggle in July, Verditek (VDTK) and finally Westminster Group (WSG) run by sleazy ex Tory MP Tony Baldry of the fraud 3DM infamy. 

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Amazing how close Wizz Air shares are to all-time highs

I have been on a Wizz Air (WIZZ) flight a few times, but I have never owned the shares. That was a bad move as nearly five years ago the stock was below twenty quid a share whilst earlier on this year the stock had pushed over a fifty pound level. Not too bad for a company that can talk about the year to the end of March that it has ‘255+ new routes (meaning) 800+ routes in total’ across many different parts of Europe. Naturally though, the last year has been far from easy with passenger numbers at 10.2 million…down 75% year-on-year.

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bonus Bearcast: My experience of customer service at Interactive Investor and EasyJet

In both cases it has only added to my blood pressure. I explain what happened, a sense of guilt at how I can, as a journalist, pull strings, and what it says about the companies.

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Make money the easyJet way by borrowing my cash without my permission at zero cost.

The good news is that Rogue Bloggers for Woodlarks inches closer to target. The bad news is we inch there so if you are yet to donate please do so HERE. In today’s podcast, which will please Matthew and his dog, I discuss Easyjet (EZJ), Amigo (AMGO), Zoetic (ZOE) and the fifth stage of moronism – Trainline (TRN), Bahamas Petroleum (BPC) and Purplebricks (PURP).

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

EasyJet is fine...assuming all of Europe can travel anywhere soon

The last time I was on a plane was in January 2020 and – as it happened – it was an easyJet (EZJ) flight. Over the years it is probably the airline I have travelled on the most, so certainly I am a bit of a fan. It also meant that I bought some stock during the dog days of last year. But what do I do now?

Subscribe to ShareProphets to access Premium Content
ITV
ITV
PREMIUM CONTENT

How am I feeling about ITV?

Before I review today’s first quarter update from ITV (ITV), a few words on the AGM update from SIG (SHI) which I last wrote up in late March HERE.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Can the newish Tesco CEO be as good as the now departed 'Tesco Dave'?

Two FTSE 100 names of interest published an update this morning.  First easyJet (EZJ) which noted that the group headline loss for the 6 months ending a couple of weeks ago is expected to be somewhere between £690-730 million.  Naturally that is a lot of money but there were even worse losses feared by some analysts.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Buying the dips on EasyJet could prove to be a very lucrative longer term investment

This year has all been about Covid- related stocks and anything with even a vague association with that, but over the next year or two the biggest profits will be made from companies that have been hit by the virus but have had the strength to survive and will reap the benefits as things begin to return to some semblance of normality.

Subscribe to ShareProphets to access Premium Content
Newsboy
PREMIUM CONTENT

How I'm still feeling about flights (easyJet) and ciggies (Imperial Brands)...

Just over a month ago HERE I concluded about FTSE 100 names easyJet (EZJ) and Imperial Brands (IMB) that there was value in both. Since I wrote those words, the former has rather (if you will excuse the pun) taken off with the share up almost 50% from the either side of five quid level it was previously at. Meanwhile Imperial Brands shares are showing more evidence of clearly forging a triple bottom in the twelve/thirteen quid range and are now breaking up/out. That is nice darts…though neither of today’s updates are flawless…

Subscribe to ShareProphets to access Premium Content
Newsboy
PREMIUM CONTENT

How are you feeling about flights (easyJet) and ciggies (Imperial Brands)?

Obviously the title question is not aimed at your personal consumption activities because I know you are sober and righteous people, fully locked down at the home office and whose only vice is contributing to the online gambling-driven profits nudge up of GVC Holdings (GVC), as disclosed this morning. You know my thoughts on that one already from here. Back to recently less remunerative shares though…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Easyjet's new CFO: jumping out of the fire into the...?

Well good luck to Kenton Jarvis who will be joining easyJet (EZJ) at some point in the next few months as its new CFO.  The budget airline may have raised money recently to strengthen their balance sheet, but you do not need to be an investing geek to know life is just a bit uncertain for any operator in this sector.  I talked about this with Tom W yesterday in a video that will go live later today. And certainly my conclusion is that whilst easyJet is a company with a strong offering and a real link with consumer demand/preferences, it can only buck the cycle for so long.  But…

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: bloody hell even my Red Rock Resources shares are going up on gold's record breaking day

I wonder how Nigel Somerville is celebrating. I wonder how long the gold rally will continue and discuss why Red Rock Resources (RRR) could utterly roof it if it can IPO its Oz gold arm in time. I just need another 25% and I am back at break-even. On an Andrew Bell stock, how many folks can say that? Only kidding Andrew – maybe we are in the right place at the right time? In the podcast, I also look at EasyJet (EZJ), Intercontinental Airlines (IAG) and how the woes of vodka fiend Olaf may be a sign of worse to come for all. I cover Supply@ME Capital (SYME) and look at results and the rum ‘n’ coke valuation of Dev Clever (DEV).

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet - the data breach is not in my top three worries (and I own the shares!)

As the old saying going about air travel, “every takeoff is optional...every landing is mandatory.”  For investors, the sector is certainly always just an option.  I cannot remember when I have ever thought of the space as a mandatory part of my portfolio.  I may be wrong, but I think I have only ever owned two airline stocks across my whole investment life. 

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet – could its record data breach cost it £18 billion and sink the airline?

It seems that some folks with three brains think that with a £450 million fund raise just completed, the worst is behind it for EasyJet (EZJ). But is it? Might its mega data breach referred to only en passant by the company be enough to sink it?. That spectre is raised by accountingweb today. The maths seem straightforward.

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet – CFO says he's off. Shares rise 15%!

One of the earliest lessons I learnt as a neophyte investor too many years ago to remember is that correlation does not imply causality. The above headline is a good example of this. Both events have happened today and both are worthy of some comment, but I suggest the linkage between the two is nebulous at best...

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

The Corrupt Deadwood Press: The Sunday Times on NMC and backing Easyjet’s board

I have flagged up the corrupt nature of the deadwood press, and the Sunday Times in particular, numerous times on this website. The way it blew off Neil Woodford in return for “scoops" and again and again backs boards, who by dint of underperformance, are quite rightly under fire with dirty attacks on their critics is shameful. Babcock (BAB) is a case in point. Today the paper shows its true colours again with its coverage of NMC Health (NMC) and more especially, and shamefully, of EasyJet (EZJ).

Subscribe to ShareProphets to access Premium Content
Top-10

Notes from Underground - Most read articles for the week ending 12 April 2020

Excluding ShareProphets Radio 27, the most read non-Tom article this week is Gold: Dislocation, dislocation, dislocation! It is all going only one way by Nigel Somerville, at number four or number 12 including Bearcasts.

EZJ
EZJ
PREMIUM CONTENT

BREAKING: Sir Stelios brands Easyjet board scoundrels, wants CFO fired, says chairman plays "dirty trick" tries for EGM a second time

Easyjet (EZJ) founder and largest shareholder Sir Stelios Haji-Ioannou has hit out at the Easyjet board, terming them scoundrels, and slated Airbus as a bribe giving arms maufacturer in a stinging letter out this morning. As you can see below, he does not mince his words.

Subscribe to ShareProphets to access Premium Content
SGE
SGE
PREMIUM CONTENT

It is also Sage to look at shares that are not romping...

Exciting times if you are long and strong on equities. Obviously it probably means you were long and strong back in February and March too, but we will gloss over that. Naturally I know something about that... Anyhow, rather than rambling on about the largesse of the Saudis in backing Carnival (CCL) or the 'skills' of easyJet (EZJ) in securing a £600 million coronavirus loan from from the Treasury and Bank of England’s emergency coronavirus fund, time to talk about a name that has not been so impacted by all the coronavirus issues…

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: No longer a down and out old man but a throwback to the 1970s & I hate James Hay

Yes, after three weeks, I have shaved off a lockdown beard that was white, grey, black and brown and made me look like an elderly Big Issue seller. But having run out of foam i still have a dark moustache and so am now a throwback to the 1970s. The good old days.  I discuss this and also the idea that we will see a dramatic post Coronavirus economic, stockmarket and oil price recovery. I look at Easyjet (EZJ), Angling Direct (ANG) - using it as a case study of how the economy really is snagged so badly - and at the scandal at Versarien (VRS) where lyin' Neill Ricketts now stands totally exposed with regards to his share dumping a year ago. Surely the regulators must act now. I discuss how James Hay are m aking my life a misery with their incompetence lover my SIPP transfer.  Finally an appeal from Darren please send your views of your new home desks and the views from your window to editorial@shareprophets.com  

Subscribe to ShareProphets to access Premium Content
Bear
PREMIUM CONTENT

Two stocks which are clearly slam dunk zeros

Okay, I have been wrong with such calls before. Quindell (QPP) was a total and demonstrable fraud, running on fumes and so just had to be a zero... Then along came those Aussie poltroons from Slater & Gordon, who bought most of its worthless assets, so saving Quindell but train-wrecking their own company. It happens now and again that the corporate world throws up an even bigger fool than your average Bulletin Board Moron on the LSE Asylum. Moreover, these are “challenging” times...

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - fake news purveyor Iconic is to tell us what is Coronavirus fake news!

In today's bearcast  I look at Iconic (ICON) which really does not understand irony. Then at Purplebricks (PURP), self entitled snowflake young barristers, Hammerson (HMSO) and EasyJet (EZJ)

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Bombshell letter in full: Sir Stelios wants to sack EasyJet NEDS demands to know if executives took bribes from Airbus

The founder of EasyJet (EZJ) has written to the board demanding it scrap £4.5 billion of planned Airbus orders, asking if any executives took bribes from Airbus and demanding wholesale boardroom change. The letter is dynamite and I reproduce it in full below:

Subscribe to ShareProphets to access Premium Content
ITV
ITV
PREMIUM CONTENT

ITV – bins FY dividend, drops FY guidance, cost cuts and we’ve got plenty of cash, honest guv’

To be fair to fully listed ITV (ITV) it has to be commended for this morning’s update at regards Covid-19 in much the same way as one should applaud the statement last week from Next (NXT) as Chris Bailey did. It should also be commended for chopping the FY dividend to conserve cash in this uncertain time – that is the responsible thing to do. But the shares have been marked down, suggesting there are problems – although as Chris Bailey points out, they are surely far less severe than at CEO Carolyn McCall’s old stamping ground over at Easyjet (EZJ)!

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Easyjet has to be nationalised with shareholders losing everything

I have discussed coronavirus itself putting to you a question no-one dares ask over on my own website HERE. Then I discuss Peter Brailey's most excellent work on the oil price today and what it means for London's listed oil stocks if Peter is even half correct, which I think he may be. Finally to the airlines and why shareholders in EasyJet (EZJ) must now lose everything in a nationalisation not just be modestly diluted as the FT argues is being discussed. 

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Folks in the last village in Wales show how good they are as President Trump faces a $40bn Boeing challenge

I start with a few thoughts on how folks here in our village are showing their good side and how some businesses in doing so and adapting are showing the way forward for capitalism. Then I look at the Boeing, British Airways and Easyjet (EZJ) bailout conundrums facing our leaders. Easyjet has just scored a big own goal on that front and almost deserves to perish, hence the share price move today. I look at Crest Nicholson (CRST) and also at R4E (R4E) which is either a five bagger or bust.

Subscribe to ShareProphets to access Premium Content
Newsboy
PREMIUM CONTENT

The company playbook on Covid-19...

Another week starts, another day of losses in the market. You may recall my musing of a week or so ago concerning where we were in the different stages of market psychology. Clearly the early throes of panic/capitulation apparent then have upped their ante very considerably. We can all try to be experts on virus profiles and related but the reality of the situation is obviously short-term earnings uncertainty. You can see this in today's large cap regulatory news updates…

Subscribe to ShareProphets to access Premium Content
Bearcast
PREMIUM CONTENT

Tom Winnfrith Bearcast - a long chat with Lucian Miers

I had a long chat with Lucian Miers who is right now in Cambodia ( cue cheap Gary Glitter jokes from morons on ADVFN). We discussed coronavirus and the state of the markets. What to buy in the FTSE 100 and his shorts: De la Rue (DLAR), Versarien (VRS), Easyjet (EZJ), IQE (IQE), Apple, Tesla and Purplebricks (PURP) and also the ethics of bailouts and what Governments will be allowed to do., I also comment on Finablr (FIN) and panic selling in Big Sofa (BST)

Subscribe to ShareProphets to access Premium Content
GVC
GVC
PREMIUM CONTENT

FTSE reshuffle: love (hate) what others hate (love)

It has been a busy weekend...although not exclusively for the reasons Tom briefly mused upon in his bearcast yesterday(and on which i will do a grand reveal early next week).  Back to the markets and I read that another FTSE reshuffle is imminent.  Regular readers will recall that this is a regular opportunity moment I muse upon.  

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Disembarking from my easyJet trade

Given I have undertaken a return trip to Dubai in the last three days (technically between Tuesday and Thursday - don't ask!) you would have thought I would have had enough thinking or talking about the airline sector. But musing about numbers from easyJet (EZJ) from Tuesday is no chore, because it is time to sell up and take some profits…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ

A Bevy of Headwinds Could Outweigh the Tailwinds for this Budget Airline

Hello Share Twiddlers. Airlines are a difficult area for me. Not since I ditched my old British Airways shares yonks ago have I dabbled in the sector. As a pilot might say: there seem to be more headwinds than tailwinds. The budget operator easyJet (EZJ) is a company which currently performs above City expectations. But for how long?...

Newsboy
PREMIUM CONTENT

Staffing naturally struggles but easyJet continues to impress

One day fund manager types will realise that shares in the staffing space are geared plays on the hope level in the world. I see updates from sector peers PageGroup (PAGE) and Robert Walters (RWA) are decidedly shabby in nature, citing a bunch of macro-level issues as reasons why their profits are not set to continue to blast strongly forward…

Subscribe to ShareProphets to access Premium Content
Tom

FREE Podcast: ShareProphets Radio Edition TWO with Tom Winnifrith

Once again, please excuse my croaky voice. In this second edition of the ShareProphets Radio podcast sponsored by Riverfort Global Capital, this week, in order I discuss the cowardice of a well known AIM CEO, interview bear raider Lucian Miers on a wide range of subjects including Tesla, Neil Woodford and WPCT, IQE, Purplebricks, UK Oil & Gas, Thomas Cook and cannabis, I then interview value blue chip investor Chris Bailey on, inter alia, Tesla, EasyJet, Imperial Brands, Woodford, Burberry, Dignity, and St James Place. Enjoy. If you like this and can't wait seven days for more of the same you should listen to my Bearcast every day.

Newsboy
PREMIUM CONTENT

FTSE reshuffle – are you a mean reversion or a momentum investor?

Index reshuffles in the UK are typically a quarterly thing and the one due to be definitively announced later this week seems to be bad news for a stock I have recently written about (and currently own): easyJet (EZJ)

Subscribe to ShareProphets to access Premium Content
RYA
RYA
PREMIUM CONTENT

Ryanair – 'lowest costs wins' says the company which admits 'zero H2 visibility'

After admitting I still loved up easyJet (EZJ) shares late last week, what to make of its great peer Ryanair (RYA) which produced its latest set of numbers today?...

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet: 'Desire for leisure travel continues to be important'

easyJet (EZJ) shares have been under the cosh in recent weeks due to the rum mixture of consumer spending being under pressure and the inevitable Brexit uncertainty. I know the latter is a bit of a 'go to' for many corporate names, but for a company such as easyJet it actually matters if any new impediments occur to travel or restrictions on ownership. The latter has been a real hassle for the company because of a need to show majority control by European Union-centric investors in order to keep maximum corporate flexibility...

Subscribe to ShareProphets to access Premium Content
TCG
TCG
PREMIUM CONTENT

Thomas Cook: forget a holiday, time for a takeover?

As I write it is beautiful staycation weather outside which is wonderful news for many but potentially not so good for travel names such as Thomas Cook (TCG) which are focused almost exclusively on sending holidaymakers to foreign climes.  Of course I have spoken about the company before  - and my February call was looking downright shabby, even if there has been a touch of moving away from a Brexit cliff edge (the Halloween postponement) which has aided some of my other travel sector plays such as easyJet (EZJ) over the last week or two. 

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet slides again but time to pull back on the share purchasing throttle?

So another week of Brexit-related excitement awaits. I have almost given up trying to predict the next twists and turns but there is always a practical impact and we have seen this from easyJet (EZJ) this morning…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ

Trading Update Review: EasyJet, GVC Holdings and Just Eat

EasyJet (EZJ), GVC Holdings (GVC) and Just Eat (JE.) all released eagerly-anticipated trading updates within the last week, so it’s no surprise that they’ve been attracting the most attention from brokers and tipsters amongst LSE-listed companies over the last seven days. In this week’s article, we take a look at how brokers and tipsters have interpreted the most recent numbers, and what sentiment towards these three firms has looked like over the last seven days.

Newsboy
PREMIUM CONTENT

Dixons Carphone, easyJet and adventures in the UK and European consumer land

Those corporate updates keep on a-coming and today's crop includes updates from both Dixons Carphone (DC.) and easyJet (EZJ)…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

easyJet's correlation with the Brexit fear factor

easyJet (EZJ) shares lost a bit of altitude yesterday and it was not really clear why, with profits growth of 41% aided by a revenue expansion of 17% and helped by the company pushing up ancillary seat revenue and continuing to push out an ongoing cost saving programme. Meanwhile income investors were well served with the ordinary dividend being pushed up 43%. The share is now yielding basically 5%. However, and despite dubbing itself the ‘best performing airline in Europe in 2018’, shares in the company fell back around 5% due seemingly to the ‘B’ word...

Subscribe to ShareProphets to access Premium Content
TW
TW

As Share Prices Fall the Divi Yields Rise - Here Are the Biggest Payers in the Footsie

Hello Share Pasters. At the risk of trampling a little bit on my brilliant colleague Nigel Somerville’s territory, it might be useful to highlight the best Footsie shares for dividends. This information becomes even more pertinent in times of a falling stock market. As we can still make good money from our divis, even after the direst of shocks.

Five large cap stocks I would buy now for capital growth despite market volatility

Well what a last week with fear - for once in recent years - in ascendancy and lots of 'worst week since February' statistics being quoted.  As Tom Winnifrith noted in a recent bearcast the big honking issue is debt around the world, although tactically you can throw in a supporting cast of world trade angst, a bit of inflation bubbling up and a firm US dollar.  

This Week’s Trading Updates: Broker and Tipster Sentiment

It’s been a busy week in the markets, with a number of big names announcing their latest figures. In this week’s article, we cover broker and tipster reaction to a handful of trading updates that have attracted our attention over the last seven days.

EZJ
EZJ

Chris Bailey, Farm Animals, Airlines, Nuclear Energy and the Big Dilemma.

Hello, Share Scrimpers. Some of us consider ourselves ethical investors. We do not buy shares in companies with products and services which we think may harm people or the environment. But some of us have different views on what is ‘ethical. Now my colleague on this beautiful site Chris Bailey is an enlightened man. 

RMG
RMG
PREMIUM CONTENT

Share price shockers at easyJet and the Royal Mail

A rough old start for certain large cap UK equities this week. Tom has already commented on Ryanair (RYA) and today's September traffic from the same company does nothing to encourage me to bottom fish here. By contrast, the knock-on impact on easyJet (EZJ) shares - which I loved up on these pages on Saturday - has been pretty savage, pushing the shares down 10% odd since the Friday close…

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ
PREMIUM CONTENT

Getting sleazy with easyJet

We all love to hate the low cost airline carriers but at least easyJet (EZJ) has not completely shot itself in the foot like its great peer Ryanair (RYA) which appears incapable of having even half reasonable internal labour relations.  EasyJet has also been smart in taking advantage of some airline sector developments by hiring staff from the failed UK airline Monarch and buying assets in Germany following the Air Berlin bankruptcy.  

Subscribe to ShareProphets to access Premium Content
EZJ
EZJ

Easyjet and the nasty food currency scam it inflicts on its customers

I travel Easyjet (EZY) often. In the winter it is Bristol to Athens and back, in the summer it is Gatwick to Kalamata and back.  Usually it is no worse and no better than any other budget airline. Not that I really care but I just want to point out a quite obvious scam it inflicts on its passengers.

EZJ
EZJ

Why EasyJet May Not Find It Quite As Easy in the Future

Hello Share Pickers. I've ventured to suggest recently that airline shares may be a bit too risky at the mo. It's the headwind of the rising oil price that puts me off. You'd be amazed at the huge volumes of the ebony nectar they devour to keep a million passengers aloft at any one time.

Angel

Crude gender pay gap reporting measures render results meaningless

As you know I regard much of the discussion on the gender pay gap as absurd with data misused by many - something that landed me in the soup at Bath Spa University in a most Orwellian way.  The most excellent Kate Andrews of the IEA has just produced a stunning report taking this discussion one and once again bases her superb work on hard data.

EZJ
EZJ

Hat Tip to Easyjet CEO Johan Lundgren for taking me seriously as a customer

You may remember that in a podcast (HERE) on 4th March I recalled a horrific 22 hour trip from Kalamata, via Athens Airport, to Bristol made hellish not just by snow but by the behaviour of EasyJet (EZJ) staff who repeatedly lied to me and fellow passengers. last night I sent that podcast to EasyJet CEO Johan Lundgren with a note:

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Sir Bradley Wiggins and British Cycling you are right up there with UKOG

I have long been critical of Sir Bradley Wiggins and his fellow British cyclists whether in the Tour de Drugs or elsewhere and comment on what today's report says about our double standards and lack of standards. I comment on your comments on the airlines in the wake of my nightmare with EasyJet (EZJ). I look at Interserve (IRV), Feedback (FDBK), King of the spiv tweets UK Oil & Gas (UKOG), Metminco (MNC), Union Jack Oil & Gas (UJO), Fusion Antibody (FAB) and Andalas (ADL) which MUST make a statement ASAP after yesterday's shock revelation HERE.

Subscribe to ShareProphets to access Premium Content
Bearcast

Tom Winnifrith Bearcast: Easyjet you DO owe me a duty of care, you are lying bastards and your team at Gatwick should be shot at dawn

I start with one reason I am thinking of quitting running businesses: folks who say that they will do something and then don't do it, letting you down. I have had two this weekend and it is just poor behaviour, very tiring and something that bores me. Then it is onto discussing a crap headline article in the Sunday Telegraph on Interserve (IURV) and another on Carillion (CLLN) before my main subject - my 22 hour trip home from Greece. EazyJet you are bastards and this is why I loathe, despite and pity you for being lying scumbags.

Listen to the Bearcast:
EZJ
EZJ

As Airports Fill Up for Christmas, EasyJet Could Fly Up and Away

Hello, Share Smoothers. There's no point in my knocking the service given by the budget airline Easyjet (EZJ). For one thing, it would be hypocritical as I use the service more than any other flyer. This will no doubt apply to many of the other passengers swelling the airports for Christmas. And at last I am able to commend your further research into the company, as things are looking up.

EZJ
EZJ

Like Yorkshire Airlines, This Avation Giant's Shares May Go Hey Up! - and Away

Hello, Share Scoopers. We all know that investing in airlines is one of the riskier areas of share shifting. What with the Ryanair (RYA) situation and the end of good old Monarch. But the more speculative among us should not, given a huge surge in air travel, give up on the flying sector altogether. So may I suggest that you look at another British-based budget airline.

ITV
ITV

Telly Can Be a Scary Business, But ITV Is At the Top of It's Game.

Hello, Share Curdlers. At the incredibly good UK Investor Show in April, I heard a strong recommendation to buy into ITV (ITV). The reasoning was - and I agreed with this - is that, if you want your product to be aired before 6 million people in one go, then ITV is the only platform you have.

EZJ
EZJ

EasyJet 2 big takeaways and one is SELL

Before he became a resource guru, Andrew Monk of VSA Resources was a transport analyst for many years. As such his comments today about Easyjet (EZJ). The point about executive greed, oops I meant incentivisation, is a very valid general one. The other point is ...SELL. Over to the Monkey who writes...  

EZJ
EZJ

EasyJet's Income Has Taken Off, but I'm Not Sure the Share Prospects Are Flying High

Hello, Share Pingers. Budget airline EasyJet (EZJ) has issued a trading statement to say that passengers in its third quarter were up by more than nearly 11% to 22 million. Revenues improved by 16% to £1.4 billion.

EZJ
EZJ

Easyjet's big challenge: not Brexit but who's the new captain?

I really do commend to you the search capability on the ShareProphets website because it provides a great short-cut to who-said-what-when. It was last August when I last mentioned Easyjet (EZJ) and since then the stock has been volatile but positive. Ok, it certainly did take a bit longer than I thought AND there were a couple of sub 1000p/share diversions...but you know what it is like with these low-cost airlines: take-off is not always precisely on time...but you get there eventually.

IAG
IAG

British Airways- why I was not flying Saturday: an ex customer writes about it and the journalists it bribes

I was due to fly back to Greece on Saturday with British Airways but I did not. It is not for the reason you think, there being no British Airways flights at all out of Heathrow and Gatwick due to an IT bollocks up, but for other reasons equally damning of the airline, now part of International Airlines Group (IAG).

EZJ
EZJ

EasyJet Is No Easy Bet while the Pound Flies Low

Hello Share Plinkers. The old memory is not what it was, but I think I may have commended Easyjet (EZJ) to your further researches not so long ago. But stories change all the time, as Uncle Tom often reminds us, and circumstances have altered over the budget airliner.

Bearcast

Tom Winnifrith Bearcast - The Mrs is sending me packing (to the gym)

It is not that she wishes me to lose a few llbs, it is that she wants me out of the house so that she and young Joshua can watch rubbish on the TV without me sneering. In that vein I bring you this podcast but also another on why the Tory conference nauseated me (HERE). At a company level I look at President Petroleum (PPC), Wandisco (WAND), Agrittera (RUN A MILE), Cloudtag (CTAG), Fastjet (FJET), EasyJet (EZJ) and the bankrupt fraud Servision (SEV), 

Bearcast

Tom Winnifrith Bearcast: £2 for a fecking Guardian "Newspaper" for my Dad, I feel dirty & violated

I had to buy another Guardian for my Dad today. Two fecking quid of my money has gone to Polly fecking Toynbee to pay for the upkeep of her fecking Tuscan castle as she lectures me about all sorts of shite. I feel dirty for buying this rag and violated by the transfer of wealth from me to Toynbee. Moving on I cover Gulf Keystone (GKP), FairFX (FFX), Osirium Technologies (OSI) which I do not get at all and contrast with Falanx (FLX) which I do very much get and whose shares we own. I also look at WH Ireland (WHI), Servision (SEV) and Easyjet (EZJ) which gives me a chance to be rude to Andrew Monk at VSA Resources.

Bearcast

Tom Winnifrith Bearcast - how much does a fishing rod cost?

I ask that question just to make a point about discretionary consumer spending and as part of a discussion about Fishing Republic (FISH). I also cover Domino's Pizza (DOM),  Biome (BIOM), Foxtons (FOXT), EasyJet (EZJ) as well as more post Brexit coverage following up on points made at the weekend HERE 

TEA
TEA

The AIM Nightmare board - joining CEO Piers Linney is FD Nilesh Jagatia - check out his CV of doom

Who would you want running the AIM PLC board from hell? Naturally with Outsourcery (OUT) becoming his 39th business failure, or is it 38 I lose track, Dragon's Den flop Piers Linney has to be the CEO. I'd nominate that silly woman from Easyjet (EZJ) as Group Equal Opportunities Officer. The Chairman has to be the patrician twit Gibson Smith formerly at the LSE. The FD...check out the CV of Nilesh Jagatia of Inspirit (INSP) and Teather's (TEA) infamy now on the run!

Fastjet - Unsustainable cash burn approaches tipping point

Following on from my recent coverage of Fastjet (FJET), the airline has today announced its final results for the year to December 2015. While clarity on last year’s calamitous financial performance are to be welcomed, the most important questions remains unanswered.

Fastjet - Boardroom shenanigans as cash crunch approaches

Since my last article on the subject of Fastjet (FJET), major shareholder and brand owner Sir Stelios has been back on the warpath, this time looking for the removal of the Chairman. With the annual results for 2015 due shortly, and reasonable questions hanging over the company’s funding position, the next few weeks and months are likely to be decisive for Fastjet’s future.

EZJ
EZJ

easyJet will continue to see strong growth in the future

Shares in a number of companies in the airlines sector are looking quite appealing at the current levels that they are trading at, and for me EasyJet (EZJ) falls into that category.

EZJ
EZJ

Ryanair’s comments tell me to buy EasyJet

I have an idea what Ryanair (RYA) supremo Michael O’Leary might say to this idea but reading through his company’s full year update today I could not help but think that it is time to buy EasyJet (EZJ).

Fastjet - When will it need a placing? Place your bets

I have been asked to give an updated view on Fastjet (FJET), following on from my tip to sell the shares last November (when they were trading circa 60p).

Bearcast

Tom Winnifrith Bearcast 24 March - Red Flags on Green Shite Edition

I shall deal with willie obsessed holiday ruining Easyjet (EZJ) later. And also with Fastjet (FJET) but suffice to say its shares are a sell. A reminder SPUKI - book your seats today to hear me expose the fat share ramper Lenigas in full plus much more at UK Investor on April 30. Thanks to Intelligent Energy (IEH) for clarifying what net cash means ( please note D&D) I cover its woes today plus also Plus500 (PLUS), RedX Pharma (REDX), Next (NXT) and Sareum (SAR)

Bearcast

Tom Winnifrith BearCast 23 March - I'm coming for YOU Lenigas , but first its bed time

I am off to bed thanks to the PC imbeciles at EasyJet but first three announcements about UK Investor Show on April 30th. We send tickets out this weekend so if you have not booked go now to www.UKInvestorshow.com NOW and use the promotional code SPUKI to get a free investor class seat. At a company level I cover Lighthouse (LGT), Snacktime (SNAK), William Hill (WMH), UK Oil & Gas (UKOG), Solo (SOLO), MX Oil (MXO) and Tungsten (TUNG)

Bearcast

Tom Winnifrith Bonus Bearcast for Ms McCall of Easyjet - I dont care if your pilots have willies or not you have ruined my day

Carolyn McCall the CEO of Easyjet (EZJ) is obsessed with how many of her pilots have willies. She wants more women in the cockpit. I dont care who drives her bloody planes she has ruined my day with appalling customer service and I now find myself tired and bad tempered at Athens Airport, not having a stiff ouzo as planned in Crete. As such Ms McCall deserves a bearcast special.

RYA
RYA

Michael O Leary tells Loathsome & Evil Google to stop ripping off its fecking customers

You know that Michael O'Leary of RyanAir (RYA) is a bit of a hero of mine because he is a) Irish, b) a man who swears a lot and c) a man who tells the EU where to fecking stick it. I still loathe using his loathsome airline as it treats its customers like shit but O'Leary is a superstar. And now his company is sticking it to evil Google, possibly the world's most loathsome company. Go for it O'Leary.

EZJ
EZJ

Airlines Should Fly in 2016 - and the Best Flyer of All could be Easyjet.

Hello Share Scrapers. Shares dropped in value by 10% this year. Which means if you had a portfolio of £1m, then you are down £100,000. Ouchipoo! I expect your holding is a lot less than that. And any road up, we should always remember that a 10% loss is nothing in the great scheme of things. One year, I recall shares rose by 137%. (Or was it even more?)

EZJ
EZJ

It’s Hey Up and Away! as this Yorkshire Lad Suggests We Look at Airlines.

Hello Share Muddlers: In an earlier piece this week, I opined that we should not be fearful of investing in airlines, just because murderous terrorists are at large. The argument was that there are so few airline incidents that the chances of being embroiled in one are more or less nil. And yet airline shares have suffered in the last few weeks. Ever since that crash of the flight from Egypt to Russia, to be exact. 

EZJ
EZJ

Don’t Let Empty Fear Put You Off Investing in Airlines.

When the Paris massacre happened, I’m ashamed to tell you what one of my first thoughts was. Am I safe attending the Gold Bears and Traders Show at Westminster, London, this Saturday?

Tesco: the super tanker starts to turn

Which of the following do you believe is more important as a guide to Tesco’s (TSCO) corporate well-being?

Bearcast

Tom Winnifrith Bearcast - 12 July, Blinkx, Avanti, Easyjet, Greece and a feeling of alienation

I am back in the UK and in this podcast start to comment in detail on a couple of companies notably Avanti Communications and blinkx as well as a few wider issues.

Listen to the Bearcast:
Acropolis

I arrive in Athens – first poverty porn pictures from Greece

Some folk say that it is better to travel than to arrive. I guess they have never travelled on a 5.45 AM Easyjet flight from Gatwick.  But my first sight in Greece was a pure delight. I was wandering from the plane into the terminal behind this stunning Greek goddess wearing a light but long skirt. Suddenly a gust of wind caught her skirt blowing it right up above her waist. Little was left to the imagination. Okay that is not true - I imagined away. Sadly I have no photo of this daughter of Athena. But now in the centre of Athens I bring you the first poverty porn.

BT
BT

A list of the Very Few Firms Who Passed My Toughest Test.

Hello Share Shockers. I’ve regaled you in this modest column before with some of the best advice you could ever pick up. That is: to track down and invest in those star companies which grow their profits every year that comes round.

EZJ
EZJ

There Could Be More Easy Money in EasyJet

Hello Share Fiends. I've never been a fan of airlines as an investment. It always seemed to me that the risks of everyday running were too high.

IAG
IAG

Eh-Oop and Away with British Airways.

Hello Share Swaggers. It's always nice when a company recommended by your Yorkshire correspondent on this splendiferous website rockets to the top of the winner's board a few weeks later.

JR-Ewing

Andrew Monk of VSA Resources final tip of the year and on Travel Operators, Agri Investment and back to oil

OK so today I’ll give you my thoughts on other areas – so Airlines and Tour Operators, which Are my hobby sectors, and also a little bit on Energy as that is also an area we are looking to get more involved in and Agri 

IAG
IAG

Shares in International Consolidated Airlines Group Should Take Off on Soaring Profits

Hello Share Shapers. When British Airways attracted Spaniards a few years ago and became International Consolidated Airlines Group (IAG), I kind of lost track of my holding.

Flybe Group - On the Upward trend again

Further to my last Flybe (FLYB) article the most recent update underpins the buy case with new routes announced which should underpin broker forecasts of a £50 million pre-tax profit for the year to March 2016. 

Buy Flybe at 116.5p – price target 250p (short term) 500p (3 years)

Following my recovery play holding of last week I promised to reveal my second private non-oil share this week – here goes it is Flybe (FLYB). This is a perfect hedge for anyone with large oil investments or a recovery play in its own right. It’s a sort of EasyJet in the making with a £250 million market cap -I reckon that should be well over £1 billion. 

TCG
TCG

Exclusive: Vicious attack on Thomas Cook boss Harriet Green by City transport guru

A former leading transport analyst who still retains a very high City profile has this morning launched a blistering attack on Harriet Green the self-publicity addicted CEO of Thomas Cook (TCG). Is this just sexism in the City or is this fair comment. Read on and judge for yourself. Our man writes: 

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Complete Coverage

Recent Comments

|