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Old 7th Apr 2016, 14:14
  #4181 (permalink)  
 
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All that article demonstrates is what a pretentious load of t0$$ers 'analysts' are.
'Genuine fears' my ar$e, almost as if they care.

Analysts feed those who trade in shares / traders make small fortunes out of turbulence in the markets. Go figure.

Easyjet is a well run profitable airline which is more than can be said of most.

In the interests of balance so too is Ryanair
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Old 7th Apr 2016, 14:30
  #4182 (permalink)  
 
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It is a sign of how nothing is ever good enough for the investment market any more. Why would Easyjet want or need to catch up with Ryanair in the first place?
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Old 7th Apr 2016, 17:06
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They are completely different business models really.

EZY compete against the legacy carriers on routes between primary airports, and more of them, doing so at lower prices. BA, Air France, KLM, Lufthansa... they are the kind of airlines operating the same routes as easyjet. Someone in the UK wanting to fly to

RYR operate between secondary airports mostly, sometimes more than 40 miles from the "destination" city, so not directly competing with the legacy carriers or EZY.
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Old 7th Apr 2016, 17:36
  #4184 (permalink)  
 
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I think the point is Ryanair is really muscling in on easyJet's core assets at the moment. Who would have thought they would have been operating from Amsterdam for example. You could add Hamburg and Cologne to that list, Lisbon... even Luton to Copenhagen - up to 8 daily from nothing shows that neither want to back down on that one.

The reality is that those old secondary airports Ryanair used to be renowned for are more origin than destination (Malpensa & Bergamo, Fiumicino & Ciampino, Barcelona/Gerona/Reus) are all good examples of that.

The fight is only just starting.
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Old 7th Apr 2016, 17:47
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Your thesis is somewhat out of date LLamaFarmer.

Both Ryanair and Easyjet have moved into the primary city point to point businesses often head to head.

From UK provincial cities especially - Combined they serve a wide range of major city pairs across Europe - more so than the heady days of BA Regional operations !

Now I may say that some of the so-called secondary airports that gave Ryanair a tag line were/are often closer more convenient and easier to use - Rome Ciampino for instance.
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Old 7th Apr 2016, 17:48
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BUT......

EasyJet does need something though...the markets like novelty. And the competition treading on their toes isn't just Ryanair- Norwegian and Veuling are there too. Notice a Flybe/Virgin codeshare- Easy must have plenty of potential for this although European carriers and BA may be hostile. Or proper premium economy. A few rows at the front with 35" legroom.
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Old 7th Apr 2016, 18:28
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For me, EZY is the worst place of the majors (Ryanair, Vueling, Norwegian and easyJet) -LCC's.
Ryanair has scale, while Vueling has great access to Primary airports and the backing of IAG. Norwegian has pushed a long haul strategy which seems to be working for them, and wifi on short haul.
EasyJet - apart from having strength in some primary airports and markets has little uniqueness now.

22/04 - I thought about this recently with Monarch. They have the extra legroom at the front which could be marketed a cheaper version of business class (or Crown Service) - I think there is a market for it.
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Old 7th Apr 2016, 18:50
  #4188 (permalink)  
 
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Every Easyjet aircraft has £4m in cold hard cash in a box in the forward cargo hold. It owns 70% of its fleet. It's not committed to expanding its fleet at all if it does not wish to.

In the looming overcapacity war and yield destruction battle you'll find those two simple economic realities trump a lot of other cards.

The economic tide is going out. We will soon see which airlines are swimming naked.


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Old 7th Apr 2016, 18:58
  #4189 (permalink)  
 
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Their product is fairly solid but has become very bland and beige compared to the competition. Anyone remember the Blah Airlines parody that Virgin America did to mock what we assume to be United? Well that video could apply to any U2 flight: There's no premium, no wifi, no power, to moving map, no fancy lighting, no IFE, the boarding process is awful and they run out of sandwiches at row two. Still, they're making record profits and I'm happy that I have shares in them. They might not have a sexy product, but is a product we all know will be here in 10-20 years and they'll still be doing what they do best and that's relatively high frequency offerings on high density short to medium haul routes. There will be no A321s, no A330s, no Dubai and no no transatlantics which are all rumours I hear about them from time to time.

http://youtu.be/9rzfZldX4Ro

Last edited by mockingjay; 7th Apr 2016 at 19:15.
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Old 7th Apr 2016, 19:18
  #4190 (permalink)  
 
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easyJet shares turbulent amid fears it has fallen so far behind low-cost airline rival Ryanair it might not be able to catch up | This is Money

easyJet cited the impact of the recent strikes by French air traffic controllers, which took place on March 30 and lasted for 36 hours, as the reason behind its planes being less full.
Please tell me if I'm missing something here and going absolutely insane... but how on Earth does 611 flight cancellations, or any number for that matter, result in a reduction in load-factor?? They must have a lot of last minute passengers!!
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Old 8th Apr 2016, 08:04
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I have posted this in the Isle of Man thread, but I'm adding it here to see what the easyJet specialists and aficionados have to offer.

I expect that I am not the only one who has noticed that since the S16 schedules began almost two weeks ago, any semblance of punctuality on the EZY855/856 (LGW-IOM-LGW) rotation has totally disintegrated. Last summer, it was pretty poor with OTP around 25-30%, but so far this year, it is a total disaster.

Using data from FR24, it is fairly easy to work out that EZY856 has arrived back to LGW, on time, only twice, in eleven attempts. What is more worrying is that the average delay (on the remaining nine occasions) has been 50 minutes plus.

Now this may not be a particularly big deal when a scheduled arrival is in the middle of the day, but when the IOM is already pushed out to the arse end of the flying day, with a planned arrival to LGW of 22.00 any delay can be very inconvenient for onward travel. Last night's arrival was almost two hours late.

Then, there is the question of the cost of late opening at the Ronaldsway. Are EZY paying for this, or is the long suffering Manx Tax payer picking up the tab.

I can't imagine that easyJet are particularly happy or proud of this performance, but they do seem unable, or disinclined, to do anything to arrest the dismal performance.

I'm not expecting anyone here to have any answers or solutions, but I'm just putting these not very pretty facts out there, for comment/reaction.
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Old 13th Apr 2016, 11:27
  #4192 (permalink)  
 
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Is it possible for me to obtain schedules for feb 2017 (today)
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Old 13th Apr 2016, 11:40
  #4193 (permalink)  
 
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Tomorrow they will be available I believe
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Old 13th Apr 2016, 12:04
  #4194 (permalink)  
 
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easyJet to open new base in Palma for Summer 2017 with 3 based aircraft

easyJet Media Centre
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Old 13th Apr 2016, 17:47
  #4195 (permalink)  
 
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Why announce a base which isn't going to have any routes on sale for at least another five or six months?

Most airlines now will either be starting to or are well into planning their Summer 2017 network / schedules. It must certainly give the competition an idea on where to put more planes next summer if nothing else.

It's debatable also that a seasonal base can be seen as 'efficient' as McCall puts it.

As has been discussed on here recently and certainly my instincts for the last year or two, things overall don't look quite so prosperous for EZY these days.

Will be interesting to see what happens (if anything) with the winter schedule release tomorrow.
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Old 13th Apr 2016, 18:14
  #4196 (permalink)  
 
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If a major carrier with deep pockets announces a new base 12 months ahead, it is a form of planting a flag and claiming economic territory and signals to other smaller players they may wish to defer plans to set up a base at the same airport. Easyjet get their desired territory and reduce the risk of a fare war without being accused of colluding secretly with rivals.
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Old 13th Apr 2016, 18:19
  #4197 (permalink)  
 
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I don't see what a three aircraft base is going to achieve, which w routes will not. Its not for the business traveller which was the rationale of the Barcelona base.
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Old 13th Apr 2016, 18:30
  #4198 (permalink)  
 
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It'll allow to either operate the Air Berlin routes or operate UK routes with a lower cost base and will allow them to possibly downsize UK bases or free up UK based planes to operate new routes from their respective bases or increase frequencies on current routes. It will give them quite a lot of flexibility. Another option could be to operate W patterns from PMI with the lower cost base. You could for example operate PMI-LGW-CDG-LGW-PMI or PMI-NCE-CDG-NCE-PMI. Smaller 3/4 aircraft based are quote common now with U2. Even FR operated BOH seasonally with just a couple of planes.
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Old 13th Apr 2016, 18:55
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Might be EasyJet's reaction to Air Berlin closing their base at PMI.
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Old 14th Apr 2016, 07:22
  #4200 (permalink)  
 
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Opening bases in PMI and BCN. I think the move is on to close expensive UK bases. NCL looks vulnerable. The only domestic route flown by NCL based AC is BFS. Increased competition from VEULING on the BCN rotation and AGP and ALC from RYANAIR also add to uncertainty. Also factor in appalling CC "sickness" and the omens do not look good for the NE.
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