STANSTED - 2
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Skipness One Echo
The point exactly. EasyJet will continue to inject growth into the London market though, especially with a big aircraft order. And if it's not Gatwick and with difficulties in capacity in Luton, then that leaves only one place for most of the growth!
The point exactly. EasyJet will continue to inject growth into the London market though, especially with a big aircraft order. And if it's not Gatwick and with difficulties in capacity in Luton, then that leaves only one place for most of the growth!
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EasyJet will continue to inject growth into the London market
How many based aircraft do EZY have night stopping on a LGW / STN / SEN / LTN split. Anyone know offhand? It might help at this point.
Also how many B737s overnight with FR at STN?
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Sorry I wasn't being clear enough, they're approaching a point where they're saturating London. SEN and STN are in each other's way on the network, more so that LTN and STN are.
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I really can't see EasyJet saturating the London market.
LTN 15
STN 8
SEN 4
That's 85 based aircraft in London, I think in all honesty there's much not else to do before they start cannibalising each airport's own market share on key routes.
Last edited by Skipness One Echo; 17th Jun 2013 at 18:34.
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Someone has posted a link on the EasyJet thread to EasyJet's PLC page outlining the details of their planned aircraft order which has today been announced. Perhaps you should check it out...
Important to their strategy is that they continue to grow in their current markets in which CEO Ms McCall says is a fairly "no risk strategy". London will undoubtedly be part of that expansion.
She also says that there's 86 million seats available in EasyJet's top 20 airports available for them to use. Can't see Gatwick having too many of those, but the other London airports (predominantly Stansted due to its available capacity and new deal with MAG along with opportunities at Luton and Southend) will undoubtedly see some growth in the coming years in light of this announcement today.
Also, the first phase of new aircraft (existing generation of A320's) is expected to be delivered between 2015 and 2017. Mmm... interesting timing in relation to the Stansted deal last week!
We'll see, if you expect to find EasyJet's London market at the same size in 2018 as it is today, I think you'll be in for a bit of a surprise!
Someone has posted a link on the EasyJet thread to EasyJet's PLC page outlining the details of their planned aircraft order which has today been announced. Perhaps you should check it out...
Important to their strategy is that they continue to grow in their current markets in which CEO Ms McCall says is a fairly "no risk strategy". London will undoubtedly be part of that expansion.
She also says that there's 86 million seats available in EasyJet's top 20 airports available for them to use. Can't see Gatwick having too many of those, but the other London airports (predominantly Stansted due to its available capacity and new deal with MAG along with opportunities at Luton and Southend) will undoubtedly see some growth in the coming years in light of this announcement today.
Also, the first phase of new aircraft (existing generation of A320's) is expected to be delivered between 2015 and 2017. Mmm... interesting timing in relation to the Stansted deal last week!
We'll see, if you expect to find EasyJet's London market at the same size in 2018 as it is today, I think you'll be in for a bit of a surprise!
/reality check/
From easyJet's press release:
So it's actually 50 additional aircraft over a 7 year period (2015 to 2022). As the economies of Europe recover, they will be allocated to profitable new routes - and increasing frequencies - in any of the countries in which easyJet operate.
/reality check ends/
From easyJet's press release:
85 of 135 ordered aircraft will be used to replace ageing aircraft
/reality check ends/
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They have options to acquire further aircraft and manage the fleet accordingly to economic conditions. It could well be more than 50 more aircraft by 2022. They've said 276 aircraft by 2022 on the EasyJet PLC page, 86 more than in the fleet today.
I don't want to turn this into a detailed discussion on EasyJet's aircraft order since this is the Stansted thread. However, I very much doubt it's a co-incidence that a deal allowing further capacity increases at a major airport serving London (EasyJet's largest market) was agreed days before a new aircraft order is revealed. The two announcements already combine to open many more opportunities that EasyJet is actively seeking for.
And in further response to why EasyJet never put anything about the Stansted deal on their website... They denied any speculation on details of an aircraft order on June 14th, the day after the Stansted deal announcement:
EasyJet Still Evaluating Deal Options Despite Reports-Spokesman - WSJ.com
Perhaps yet again, it comes down to the fact that such an announcement regarding any specific future expansions at Stansted were also premature.
The London market has far from saturated, and EasyJet will keep the growth coming to further increase their share in such a vast market. That will outweigh many benefits in distributing a few aircraft here and there over much smaller European markets based on the economic conditions.
Concluding that 50 more aircraft will be placed in Europe where the economy improves therefore is far too simplistic for the industry as a whole and not specific to EasyJet's strategy. Maybe you should actually link together the recent events and facts we already know specifically related to EasyJet. You may conclude with an even greater sense of reality that way!
I don't want to turn this into a detailed discussion on EasyJet's aircraft order since this is the Stansted thread. However, I very much doubt it's a co-incidence that a deal allowing further capacity increases at a major airport serving London (EasyJet's largest market) was agreed days before a new aircraft order is revealed. The two announcements already combine to open many more opportunities that EasyJet is actively seeking for.
And in further response to why EasyJet never put anything about the Stansted deal on their website... They denied any speculation on details of an aircraft order on June 14th, the day after the Stansted deal announcement:
EasyJet Still Evaluating Deal Options Despite Reports-Spokesman - WSJ.com
Perhaps yet again, it comes down to the fact that such an announcement regarding any specific future expansions at Stansted were also premature.
The London market has far from saturated, and EasyJet will keep the growth coming to further increase their share in such a vast market. That will outweigh many benefits in distributing a few aircraft here and there over much smaller European markets based on the economic conditions.
Concluding that 50 more aircraft will be placed in Europe where the economy improves therefore is far too simplistic for the industry as a whole and not specific to EasyJet's strategy. Maybe you should actually link together the recent events and facts we already know specifically related to EasyJet. You may conclude with an even greater sense of reality that way!
Last edited by FRatSTN; 18th Jun 2013 at 19:05.
£80m terminal redevelopment
Minister helps MAG put stamp of success on Stansted's future with £80m terminal transformation | Uttlesford village headlines
Which commercial partners?
MAG is investing £40m in the project to redevelop the terminal, which was completed in 1991, supported by a further £40m invested by commercial partners.
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You may conclude with an even greater sense of reality that way!
They have so many London based aircraft they're not sure where to put them all, not a problem shared by Ryanair or BA.
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Skipness One Echo
Just to clear this up, I don't expect any really major or super growth. And I don't think Stansted will reach 6 million EasyJet passengers by 2018, but there is likely to be some growth to be had. Why...
Take a look at this (more so towards the end of the video):
BBC News - Easyjet boss Carolyn McCall optimistic about growth
So the UK it would seem will continue to grow profitably for EasyJet, but in certain parts of the UK. What Stansted is offering them suits with their growth plans. An £80m redevelopment which EasyJet supports and this tied with a better financial deal offered by MAG adds huge financial value to their Stansted operation. Reduced costs for a better product?! It certainly looks at the moment to be one of the most likely and committed UK airports to see future EasyJet growth.
Even with a deal being signed with MAG in the first place shows that there is an intention for London to be a likely player in that concentration of UK growth.
Also take a look at this:
easyJet's London operations dominated by Gatwick; new Stansted agreement will "enable" growth | anna.aero
Apart from 2009, EasyJet's traffic in the London market has increased every year since 2001. And when you see the steady significant growth at Gatwick and London as a whole since 2001, they are not likely to stop growing the London market when Gatwick can take no more. Stansted and only Stansted gives the opportunity for the continuation of that overall growth in London.
Nowhere can I possibly find that EasyJet is a competitor to itself or find any evidence that they are going to stop growing in London because they don't know where to base planes. They serve a variety of London airports to benefit from serving a greater area of the London market, not because they don't know where to put planes and may stop growing in London as a result.
Overall growth may slow down in the future of course, and that will depend on economic conditions as well. But one thing I do know is that they will not stop growing in London and let the real competition (BA and Ryanair) grow in market share and potentially in volume simply because Gatwick is full, so I will reiterate:
Just to clear this up, I don't expect any really major or super growth. And I don't think Stansted will reach 6 million EasyJet passengers by 2018, but there is likely to be some growth to be had. Why...
Take a look at this (more so towards the end of the video):
BBC News - Easyjet boss Carolyn McCall optimistic about growth
So the UK it would seem will continue to grow profitably for EasyJet, but in certain parts of the UK. What Stansted is offering them suits with their growth plans. An £80m redevelopment which EasyJet supports and this tied with a better financial deal offered by MAG adds huge financial value to their Stansted operation. Reduced costs for a better product?! It certainly looks at the moment to be one of the most likely and committed UK airports to see future EasyJet growth.
Even with a deal being signed with MAG in the first place shows that there is an intention for London to be a likely player in that concentration of UK growth.
Also take a look at this:
easyJet's London operations dominated by Gatwick; new Stansted agreement will "enable" growth | anna.aero
Apart from 2009, EasyJet's traffic in the London market has increased every year since 2001. And when you see the steady significant growth at Gatwick and London as a whole since 2001, they are not likely to stop growing the London market when Gatwick can take no more. Stansted and only Stansted gives the opportunity for the continuation of that overall growth in London.
Nowhere can I possibly find that EasyJet is a competitor to itself or find any evidence that they are going to stop growing in London because they don't know where to base planes. They serve a variety of London airports to benefit from serving a greater area of the London market, not because they don't know where to put planes and may stop growing in London as a result.
Overall growth may slow down in the future of course, and that will depend on economic conditions as well. But one thing I do know is that they will not stop growing in London and let the real competition (BA and Ryanair) grow in market share and potentially in volume simply because Gatwick is full, so I will reiterate:
Maybe you should actually link together the recent events and facts we already know specifically related to EasyJet. You may conclude with an even greater sense of reality that way!
They have so many London based aircraft they're not sure where to put them all, not a problem shared by Ryanair or BA.
Potentially too many eggs in one basket.
Racedo -
... and they are putting a few more eggs in that basket with the acquisition of the FlyBe slots.
The fact of the matter is that EZY is expanding at LGW and SEN, static at LTN and declining at STN. This "enabling" agreement with MAG, publicised only by MAG, is an attempt by MAG to show their stakeholders that they are setting about polishing their newly-acquired turd. (to coin a phrase)
Potentially too many eggs in one basket.
The fact of the matter is that EZY is expanding at LGW and SEN, static at LTN and declining at STN. This "enabling" agreement with MAG, publicised only by MAG, is an attempt by MAG to show their stakeholders that they are setting about polishing their newly-acquired turd. (to coin a phrase)
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And its also an attempt by EasyJet, yet to be confirmed in detail, to "enable" them to reverse that decline at Stansted and more particularly, continue growing in London when they can't grow anymore at Gatwick.
You don't need to me to say again that BAA's appalling, high cost and ultimately uncompetitive management of Stansted is the core reason to EasyJet's declining traffic at Stansted, as goes for just about every other airline. But times are changing, things are improving and growth opportunities are returning. EasyJet are just embracing that shameful fact I'm afraid to say!
You need to have a word with yourself if you truly believe that this is just a publicity thing by MAG to impress stakeholders. The fact is, EasyJet signed the deal. They clearly see the opportunity of growth at Stansted or else they wouldn't have wasted their time even discussing it and you know what they say, it takes two to Tango.
You don't need to me to say again that BAA's appalling, high cost and ultimately uncompetitive management of Stansted is the core reason to EasyJet's declining traffic at Stansted, as goes for just about every other airline. But times are changing, things are improving and growth opportunities are returning. EasyJet are just embracing that shameful fact I'm afraid to say!
You need to have a word with yourself if you truly believe that this is just a publicity thing by MAG to impress stakeholders. The fact is, EasyJet signed the deal. They clearly see the opportunity of growth at Stansted or else they wouldn't have wasted their time even discussing it and you know what they say, it takes two to Tango.
Last edited by FRatSTN; 22nd Jun 2013 at 18:24.