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Easyjet - growth to take-off (EZJ)     

thestatusquo - 07 Apr 2004 17:46

draw?modeMA=Simple&enableMA=true&epic=EZ



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.

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?

AdieH - 22 Nov 2004 12:21 - 112 of 159

SEO have been tipped by alot of people also some good posts on Filtronic on iii, DYOR.

Stan - 22 Nov 2004 12:29 - 113 of 159

Have you got the wrong thred Adie?
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