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Old 16th Jul 2017, 06:24
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I think CMC has overall done a good job. Aa a public company as I have said before the shareholders come first and they have been reasonably well looked after. The company has become more secure in its approach- I certainly don't want "leadership" to mean adventurism at the expense of the share price.
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Old 16th Jul 2017, 07:28
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I think Stelios has made it clear that he is more interested in his continuing dividends than in adventurous investment. These threads are full of posters with ideas as to how to spend other people's money.
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Old 16th Jul 2017, 08:30
  #4643 (permalink)  
 
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I'm not suggesting they spend money with dramatic expansion. I believe they could do better on costs, and yes replacing the 319's with 320's and 321's are certainly going to help - especially when FR are muscling in at primary airports.
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Old 16th Jul 2017, 10:54
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Aa a public company as I have said before the shareholders come first and they have been reasonably well looked after.

Hm? I understand you "can't buck the market", but the share price performance has been scary, and yet attracted so little comment in general financial pages. Jan 2015 share price >£19. Nov 2015 record results announced and share price dilutes to >£17. Early 2016 it drifts further to >£14. After the Brexit vote it dives to >£10. So in 12 months the share value reduced 20-25% on the back of record profits and an expanding a/c order; all while fuel price was holding at record lows and £/$/€ was still strong. After the Brexit vote further decline might not be unusual, but it still shows an 85% share dive in 18months during a period of high profits and declared expansion plans.
OK, it has recovered recently back to >£14, but it doesn't explain the crash of 2015/16.
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Old 16th Jul 2017, 11:47
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Originally Posted by RAT 5 View Post
Aa a public company as I have said before the shareholders come first and they have been reasonably well looked after.

Hm? I understand you "can't buck the market", but the share price performance has been scary, and yet attracted so little comment in general financial pages. Jan 2015 share price >£19. Nov 2015 record results announced and share price dilutes to >£17. Early 2016 it drifts further to >£14. After the Brexit vote it dives to >£10. So in 12 months the share value reduced 20-25% on the back of record profits and an expanding a/c order; all while fuel price was holding at record lows and £/$/Ä was still strong. After the Brexit vote further decline might not be unusual, but it still shows an 85% share dive in 18months during a period of high profits and declared expansion plans.
OK, it has recovered recently back to >£14, but it doesn't explain the crash of 2015/16.
Goes back to the Manager - Leadership bit............. City investors are not fools. CMC steadied the ship but

In 2010 WW put planes in the air and told UK Govt they would be falling from sky if they were refused permission to land during Iceland Volcano issue. That's Leadership and accepring full responsibility for what is going to happen.

MOL quite happy to go into bat against any Govt / Body. He wins more than he loses but you know he will still put his nuts in the vice if required.

I see nothing in that in CMC in being willing to put head on the chopping block. Easyjet will talk of private discussions with Govts etc etc. but that is it. Stelios was a leader.
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Old 16th Jul 2017, 12:37
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Then explain why, under CMC in years prior to 2015, did the share price rise so equally impressively as they fell in the period I discuss? I doubt 'the market' is in tune with your thoughts. There need to be more concrete reasons.

Last edited by RAT 5; 16th Jul 2017 at 15:10.
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Old 16th Jul 2017, 15:04
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Originally Posted by RAT 5 View Post
Then explain why, under CMC in years prior to 2015, did the share price rise so equally impressively as they fell in the period I discuss? I doubt 'the market' is in tune with your thoughts.
'Feel good factor' with CMC making the airline more customer focused? (i.e before the others cottoned onto the idea...?)
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Old 16th Jul 2017, 18:23
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With another shambolic summer of delays and short notice cancellations well underway, I fail to see how CMC leaving can be a bad thing for the company.
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Old 18th Jul 2017, 20:17
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Apparently considering further expansion in Berlin - including Tegel (!) (and pulling off Hamburg)
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Old 18th Jul 2017, 20:26
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I can only speak as I find, but as a relatively frequent easyJet traveller (3 to 4 flights a month) then the reliability recently has been much improved versus last summer. I am certainly not seeing a return to the utter shambles that prevailed years ago under the AH + CV regime. Far from it.
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Old 19th Jul 2017, 16:50
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Airbus A320 -214 5670 OE-IVA easyJet Europe re-regd 18jul17 on transfer ex G-EZPA
http://www.skyliner-aviation.de/regd...LC=nav4&page=1
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Old 20th Jul 2017, 09:26
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Old 20th Jul 2017, 10:03
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There will be 110 Aircraft transferring over to 'EasyJet Europe'. ANd OE-IVA which was originally G-EZPA will also continue to operate routes at Gatwick and Luton in the future.
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Old 20th Jul 2017, 11:37
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Why have they reissued a reg already used ?

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Old 20th Jul 2017, 12:21
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Registration numbers are often reissued by some registries
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Old 20th Jul 2017, 12:59
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Registration numbers are often reissued by some registries

But the biz-jet looks quite new, or has it been sold & re-registered?

And who's favourite to take over the helm? Will it be, by default, external? These outfits have unique & special company cultures. The newsboy/gal for the outside will need quite an indoctrination/transition period. It's not a chocolate factory or making plastic toys.
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Old 20th Jul 2017, 14:51
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Brexit

EZYs share price will have been hampered by the unknown as yet impact of brexit. Not knowing what the score will be with flying in and out of a key market will do that ......
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Old 20th Jul 2017, 17:01
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Before the referendum CMC sat in the big orange hanger with David Cameron and told her employees and the listening world just what a disaster a leave vote would be. She didn't really try to be in anyway positive after the result so the collapse of the share price at that point was in some ways very convenient, wasn't it. I told you so seems to cover it. Helps her with her credibility in the world she exists in. The world where the top people take huge credit for the good things, and the bad never sticks.
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Old 20th Jul 2017, 17:23
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Beatts I take it you mean an Austrian registed aircraft can appear at any base be it Europe or UK so are totally interchangeable except
not based at a Swiss airport

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Old 20th Jul 2017, 20:17
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When are easyJet likely to release their flight schedule for next September, we are flying to Malta with Thomson and it was with easy this year so just wondering whether it would be the same next year
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