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PittTheYounger

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IAG·about 1 month agoIAG: Rising Cash Returns And Higher P/E Assumptions May Unlock Repricing

IAG is a surefire investment in the airline space, once and if the Iran War is finally over in the sense of a lasting peace agreement or at least a reliable ceasefire. Before that, however and by the same token, IAG ranks among the most vulnerable if spring's kerosene fears return to the fore, as is very likely right now.

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AAL·over 1 year agoAmerican Airlines is the ugly duckling in the US airlines industry

You've said it yourself: Last year. Markets haven't been pricing in Trumps negative effects on the economy up until 2 April this year, quite the contrary. Ultra-geared business models such as American's work well in the sunny uplands, but come under severe pressure when it starts to rain.

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EZJ·over 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

That might well be the case, Ralph. The share's price-to-book ratio is a meagre 1.2, with net assets (intangibles excluded) a mere half of the aircraft value; so that would support your statement.

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VOW3·over 1 year agoVolkswagen is ailing after several strategic mistakes

I like your optimism, Darius; alas, I don't share it. We'll see how things play out!

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EZJ·over 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

Small wonder O'Leary should say so, even though Wizz does have an competitive edge in Central and Eastern Europe no doubt, while Jet2 is the dominant player in the pure holiday-travel segment of the market. Yet it remains telling that he should omit to recognise easyJet's successful transformation into an integrated tourism business with the related ancillary revenues even Ryanair with their creative extra charges can only dream of.

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EZJ·over 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

Technical analysis is pointing to an imminent outbreak, too (source: TraderFox; weekly candles) [img]https://staticm.fastcomments.com/1742983629006-2f15835dd527adb51cdbf5ba2d3ddb9e7ff8aeae.png[/img]

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