When LS announce the launch of BLK-LGW I think EZY will come in. They already are expanding at the airport (LGW), what is to say they can't launch more? They would be easily able to hold a STN & LGW service.
Looks pretty weak for LS at NCL on the LGW route. They only carried 7065 passengers in AUG and when you are operating three return 733 flights per day surely you have to call it a day on the route! FR carried and average of 11,000 per month on the BLK-LGW route so a twice daily route is easily possible with the 148 seater 733.