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EasyJet - 4

Old 3rd Apr 2012, 08:40
  #2481 (permalink)  
 
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La Amistad,

Thanks for the info.
Must of missed that internal comms unless it only went to certain depts.
But thanks again for the update.
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Old 3rd Apr 2012, 12:21
  #2482 (permalink)  
 
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Wasn't an email. It was told to a mate during a SEP type brief.
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Old 3rd Apr 2012, 16:26
  #2483 (permalink)  
 
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Sorry spice I miss your point? I don't want to say exactly who said it. To whom. Where and when....mainly because I don't want to make it obvious who I might be!

If you don't believe me, then thats fine. I don't care. Different managers turn up to different places and say different things!

Just because you weren't told doesn't mean someone didn't say it.
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Old 4th Apr 2012, 06:30
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The C-series is projecting 15% cash operating economics on 20% better fuel burnsto current a/c. Somewhere hidden in the small print is the issue that the purchase price or the trip costs are higher than the A320neo or 737max... i'm not sure which one.

The best aircraft of all for LCC ops (on 2-4 hour sectors) is the 737-800max when you look at cost per seat, cost per trip and cost per a/c acquisition. The term 'pile them high sell them cheap' is there for a reason! But I can't see easyJet going back to boeing after having ditched them only a while ago.
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Old 4th Apr 2012, 10:22
  #2485 (permalink)  
 
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Depends who offers the best financial deal!!
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Old 4th Apr 2012, 11:09
  #2486 (permalink)  
 
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Easyjet ditched Boeing years ago......just because it was only last year that the last 737 was withdrawn.

I agree though, it is Airbus' order to lose.
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Old 4th Apr 2012, 11:29
  #2487 (permalink)  
 
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Ignoring the people who just want to say "I don't believe you in different ways" and if anyone cares:

Where does everyone think the Russia routes would go from/to. LGW-Moscow seems fairly obvious.
Which airlines might provide a nice fit to EZY? Flybe seems to keep getting mentioned?

P.S easy and others before you get your knickers in a twist I am not saying we are buying airlines....merely that APPARENTLY someone is looking at it!!! This isn't a case of Chinese rumours, its stuff that came from someone who would know. I mentioned it in the hopes of stimulating interesting discussion about the information, not about the valididty of it.

If we wait and see whats the point in having a rumour network and discussion board??? Makes it a bit boring without rumours really!!!!!!!

As an aside days before we bought GB Airways Andy Harrison stood and told a room full of people that we would never buy another airline. Days later.....!!

P.P.S I don't want to fly the boeing again and can't be bothered with another type rating so my vote is for the NEO! Can the C series carry the same pax as a 320 though?
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Old 4th Apr 2012, 12:55
  #2488 (permalink)  
 
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I think Russia has been on the cards for a while. Moscow from LGW and maybe MAN from the UK and Paris, Milan and Geneva from Europe?

Its interesting because galley FM has been banding Flybe's name around regarding some kind of deal/takeover!!!

Just to add fuel to it all, the rumour is to get everything into one terminal in LGW and share it with Virgin. Don't virgin keep talking about doing Europe and domestic routes?? Not a LCC though but still an interesting thought! I would be amazed if that happened though!

Baby has also been mentioned also but I would be very very surprised if we bought them.

Monarch maybe?

Maybe a eastern European LCC? Someone already with the Airbus??

Interesting times though!!

Oh and can I please add my vote to the NEO order!! Although the C series flight deck looks quite cool!
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Old 4th Apr 2012, 13:51
  #2489 (permalink)  
 
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La Amistad.....please don't take offence. I too have a gut feeling that something is brewing. I don't necassarilly believe it's a takeover but remember that one of the conentious issues with Stelios was that of brand relationships. Since the issue was resolved we have seen a slight trend towards this such as the Nectar card deal. In a recent interview Carolyn didn't rule out codeshares, interline and alliances and I think that maybe something along those lines might be in the pipeline. Perhaps with Flybe. Who knows.
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Old 4th Apr 2012, 16:03
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The biggest & possibly the most "interesting" development would be to introduce interlining.
It can be done as per Germanwings, Air Berlin & the biggest of them all Southwest.
If EZY wanna be different to the crowd - it's the way to go.
As for buying Baby or anyone else... I just don't see the benefits.
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Old 4th Apr 2012, 18:33
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I'm very much aware that this is all highly speculative armchair CEO stuff but I could see a benefit to merging Easyjet and Wizz given their common fleets and their networks having very little overlap - one has bases in eastern Europe while the other has bases almost entirely in western Europe (apologies to those who prefer the term 'central Europe').
Furthermore because Wizz is currently less than a quarter of the size of Easyjet, it's a relatively manageable mouthful to digest and unlikely to cause severe indigestion.

As to whether bilateral rights for non EU routes would permit this or whether competition regulators would OK this or even whether Easyjet could amass 50.1% of the shares (do Indigo still have a big holding ?) I have no idea. Finally there is the question as to what Stelios would think of a significant acquisition - particularly of an airline with a large orderbook

Last edited by davidjohnson6; 4th Apr 2012 at 19:47.
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Old 4th Apr 2012, 19:44
  #2492 (permalink)  
 
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I'm not totally familiar with Wizz but aren't they a myriad of franchises under the Wizz name?

Either way, Eastern Europe isn't really a big focus for Easyjet. You forget that they have had the strength to open up bases and gain a dominant position in the Eastern European markets but they haven't apart from a few routes inbound to a few places like PRG.
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Old 4th Apr 2012, 19:53
  #2493 (permalink)  
 
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How about easy joining up with virgin either codeshare/merging or buying a share of virgin, instant brand recognition, should they have problems with stelios again, although could be jumping out of the pot and into the fire with the beardy one
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Old 4th Apr 2012, 20:02
  #2494 (permalink)  
 
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Wouldn't be the first easyVirgin I'd have come accross if it happened
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Old 4th Apr 2012, 20:06
  #2495 (permalink)  
 
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I believe Flybe. might be a better fit at the moment. They have gone for a hub approach at MAN recently and EZY owns LGW with the opportunities that has for BE. All bluesky thinking of course.
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Old 7th Apr 2012, 17:39
  #2496 (permalink)  
 
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With regards to the aforementioned take-over rumours, what about Spain's Vueling? The two carriers have comparable fleet types, a similar focus on main airports and a take-over would give EZY a larger share of the Spanish market, including a large base at Barcelona.

Wizzair seems to have more of an 'ultra low cost' business model, similar to that of Ryanair. I feel this is something EZY are trying to differentiate themselves from.
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Old 17th Apr 2012, 19:09
  #2497 (permalink)  
 
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EZY to start MAN-TLV

EasyJet announces Tel Aviv-Manchester ro... JPost - International
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Old 19th Apr 2012, 16:58
  #2498 (permalink)  
 
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Interesting to note that EZY have changed direction slightly as their up until now policy of pretty much keeping out of flybe's way just changed. They are going onto LGW-IOM and now BHX-BFS as well.
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Old 19th Apr 2012, 19:52
  #2499 (permalink)  
 
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They already do BFS to MAN

Ian
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Old 19th Apr 2012, 20:40
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So we'll be seeing the following competition between them:

LGW - IOM
LGW - ABZ
LGW - INV
LGW - NTE
LGW - BFS (indirect)
BHX - BFS (indirect)
GLA - BFS (indirect)
EDI - BFS (indirect)
NCL - BFS (indirect)
CDG - BFS (indirect)
MAN - BFS (indirect)
SEN - BFS (indirect)
SEN - JER (indirect)
GLA - JER
BRS - BFS (indirect)
BOH - GVA (indirect)
INV - LTN (indirect)
GLA - CDG

I will have missed some inevitably. When I say indirect I mean a different airport which shares a catchment. Obviously I haven't included Liverpool/Manchester or Bristol/Cardiff because the catchment is rather too different although obviously there is some competition on those sectors too. I fear these two are going to start taking chunks out of eachother (perhaps more one way than another). Flybe has the advantage of less seats to fill and lower costs on domestics thanks to the benefits of turboprop over jet, however... market presence etc. doesn't go in their favour. We shall see.

Last edited by Aero Mad; 20th Apr 2012 at 06:20.
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