thestatusquo
- 07 Apr 2004 17:46
March passenger and load figures confirm growth trend at Europe's main budget airline.
Present share price may provide a good medium term buying opportunity, given recent broker upgrades to 380pence.
Consensus EPS for Sep 04 is 20.7p, rising to 26.8p in 05, and 35.3p in 06. Given the new routes announced recently, these forecasts are probably too cautious. A PEG ratio well below 1, puts this stock in the growth-value category, and well worth holding for the next 12-24 months.
All IMHO.
TSQ.
Stan
- 11 Nov 2004 18:05
- 92 of 159
Did i hear right that the Iceland lot Buager (spelling?) were interested in easy jet or have i got hold of the wrong end of the stick?
daves dazzlers
- 11 Nov 2004 19:34
- 93 of 159
Stan,there was a deal a couple of weeks ago that involved icelandair buying a stake in ezj,,about 9% i think,,my be thats what you heard.
Hyphan
- 11 Nov 2004 21:43
- 94 of 159
dd, Icelandair now own just over 10% as a long term investment as they believe EZJ have a bright future - and these guys know the business. It will break through 180p IMHO. Maybe tomorrow as oil is on the decline.
Stan
- 11 Nov 2004 22:15
- 95 of 159
I caught the back end of something on the radio...Icelandair it is then, thanks both.
daves dazzlers
- 12 Nov 2004 07:38
- 96 of 159
No doubt about that hyphan,used them myself alot,,& results soon.
Stan
- 16 Nov 2004 16:01
- 97 of 159
EasyJet PLC
16 November 2004
SCHEDULE 10
NOTIFICATION OF MAJOR INTERESTS IN SHARES
1. Name of company
easyJet plc
2. Name of shareholder having a major interest
MFS Investment Management
MFS Institutional Advisors, Inc
MFS International Ltd
3. Please state whether notification indicates that it is in respect of holding
of the shareholder named in 2 above or in respect of a non-beneficial interest
or in the case of an individual holder if it is a holding of that person's
spouse or children under the age of 18
MFS Investment Management
MFS Institutional Advisors, Inc
MFS International Ltd
4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them
State Street Bank and Trust (Woodcraft & Co) 207,070
State Street Bank and Trust (GIG & Co) 118,060
State Street Bank and Trust (Casco Light & Co) 116,370
State Street Bank and Trust (Team Play & Co) 393,310
State Street Bank and Trust (Deepmarker & Co) 3,050
State Street Bank and Trust (Compassbird & Co) 208,090
State Street Bank and Trust (Big Cabin & Co) 2,508,800
State Street Bank and Trust (State Street Nominees Ltd) 1,147,060
State Street Bank and Trust (Beam & Co) 387,200
State Street Bank and Trust (Prosperity & Co) 525,400
State Street Bank and Trust (Clump & Co) 988,100
State Street Bank and Trust (Inletbluff & Co) 225,900
Investors Bank & Trust Co (Investors Bank & Trust Co) 15,550
State Street Bank and Trust (Disburse & Co) 2,640,150
State Street Bank and Trust (Inlet Chart & Co) 244,010
State Street Bank and Trust (Awning & Co) 147,870
State Street Bank and Trust (New Wind Co) 538,600
State Street Bank and Trust (Openhouse & Co) 182,700
State Street Bank and Trust (Seine & Co) 273,052
State Street Bank and Trust (Seine & Co) 1,233,690
Northern Trust (Nortrust Nominees Ltd A/C Slend) 117,420
Northern Trust (Nortrust Nominees Ltd A/C Slend) 135,740
State Street Bank and Trust (Coach & Co) 383,960
State Street Bank and Trust (Carpet & Co) 391,290
State Street Bank and Trust (Path & Co) 118,380
State Street Bank and Trust (Grandisland & Co) 376,970
5. Number of shares / amount of stock acquired
13,627,792
I got In last Friday and of course they have gone down sinse, this makes me feel a lot better now.
daves dazzlers
- 16 Nov 2004 16:04
- 98 of 159
Chin up stan,you can always get another flight.
Hyphan
- 19 Nov 2004 08:46
- 99 of 159
2 here we come!! Ruby Tuesday is coming on 23rd.
Hey, looking at the chart 250p is not unrealistic in a couple of months!
daves dazzlers
- 19 Nov 2004 08:50
- 100 of 159
Go on hyphan good call..
dscott62
- 19 Nov 2004 13:03
- 101 of 159
Blue skies ahead...........
daves dazzlers
- 19 Nov 2004 13:42
- 102 of 159
Have a nice flight.
Stan
- 19 Nov 2004 15:32
- 103 of 159
Question Is, Is It worth adding?
daves dazzlers
- 19 Nov 2004 16:17
- 104 of 159
Not for me,i`ve already gone through customs..
Stan
- 19 Nov 2004 16:27
- 105 of 159
And It's falling so might be cheaper on Monday.
daves dazzlers
- 19 Nov 2004 16:31
- 106 of 159
Are you in stan ?
Stan
- 19 Nov 2004 16:33
- 107 of 159
Only with original stake.
Stan
- 19 Nov 2004 18:09
- 108 of 159
easyJet PLC
19 November 2004
easyJet plc
Friday 19 November 2004
RNS Announcement
The Board of easyJet plc has received this communication from Stelios
Haji-Ioannou which is attached below together with Sir Colin Chandler's response
on behalf of the board.
'Sir Colin,
this is a short note to let you know about my meeting with Hannes
Smarasen, the Chairman of the Board of Icelandair which took place at the
easyGroup office in London on the 17th of November at his request.
He explained to me that their investment in easyJet PLC, which I
estimated to have cost them around GBP50m, was financed by some of the GBP60m in
cash Icelandair had on its last published balance sheet dated 30/6/06 plus a
capital increase since that date and some leverage, both of unspecified amounts.
Then I explained to him that I am an insider to easyJet and that I would not be
able to discuss matters which are not already in public domain. The rest of the
discussion centered around my already published views on matters like going
private and/or selling down/out, neither of which is an option I am considering
at the moment.
I also explained that because I own the 'easy' brand privately and license it to
the airline, I would not exit from easyJet PLC, as the brand is a key component
of my overall easyGroup expansion plans. I also reminded him that for as long as
I own 10% of the stock I have the right to be chairman.
We also exchanged views on how to improve the profit margin and the return on
capital employed (ROCE) of easyJet PLC which we both agreed are the key
performance indicators of any business. Since both of us are knowledgeable
airline investors, we touched on the usual subjects of aircraft utilization and
airport costs but we both agreed there are no paradigm shifts in the cost base
one could anticipate in the near future. However we both agreed more can be done
on both costs and yield improvement.
We agreed to stay in touch, from time to time, as I would be happy to do with
anyone who has invested such a large amount of cash in any of the companies that
I have an interest in. I thanked him for the confidence in easyJet PLC and
congratulated him on the timing of his investment.'
'Dear Stelios
Thank you for your letter and my colleagues and I are grateful for the record of
your meeting. Like you, we are pleased with the investment by Icelandair as a
statement of confidence in the easyJet business model. We intend to release your
letter and this reply to the market this evening and on our website
with best regards
yours sincerely
Colin
Sir Colin Chandler
Chairman
easyJet plc'
Enquiries: Toby Nicol, easyJet 01582 525339
This information is provided by RNS
The company news service from the London Stock Exchange
---------------------------------------------------------------------------------------
Interesting RNS just released.... all seems nice and friendly.
I particularly like the bit about "the timing of his Investment".
daves dazzlers
- 19 Nov 2004 19:00
- 109 of 159
Goodluck stan theres still time for easyjet to go some more,how much i dont know 2.00 looks about the top at the moment,considering the recent run upwards.
daves dazzlers
- 21 Nov 2004 19:22
- 110 of 159
Looking good for the holders,if the papers are right stan.
Stan
- 22 Nov 2004 12:03
- 111 of 159
Apparently so, but not Impressed about that bit about taking It private. In the Express so might be rubbish I suppose.
Seems not to want to go above 183p and tempted to come out today.
We seem to be the only ones In on these Dave....any other holders on here watching and If so what do you think?