Any thoughts on Ryanair

Katawalah · 01-10-2018 11:16am

Hi there,
I've been following this thread for a few week, and I'm now taking the plunge as I also believe there's a window now with Ryanair.
Apologies for the beginner's question, I see that Ryanair is trading on several exchanges : IRL, LSE, FRA, NDQ and XET.
Which one would you recommend to buy RY shares at? I understood the fees are different depending on the exchange, but is there currency exposure as well? Are there any other factors to consider?

EDIT :
Just did a bit of research on Degiro's fee structure. It seems cheaper to trade on the NDQ (but with $ currency exposure). Second is to trade on the IRL, a bit more expensive, but keeping the same currency.

ct5amr2ig1nfhp · 01-10-2018 3:01pm

How long can she go... how low... indeed.

canonball5 · 01-10-2018 3:10pm

I thought I got a bargain at 11.88 this morning, it's at 11.49 now!

vectorvictor · 01-10-2018 3:24pm

canonball5 wrote: »

I thought I got a bargain at 11.88 this morning, it's at 11.49 now!

People were buying at 14 recently because they missed out on 13 despite it being fairly obvious that it was a temporary rally.

You did well. Finding the ultimate bottom point will always be impossible but with both forecasts and share price down 12% I would say we are thereabouts.

High 10s or early 11s are possible but that doesn't mean you got a bad deal and at this price point I'd consider what you missed out on as insurance on a killer deal

JeffKenna · 01-10-2018 3:29pm

canonball5 wrote: »

I thought I got a bargain at 11.88 this morning, it's at 11.49 now!

Me too...tempted to buy again as it keeps sliding but don't want to overload on any particular share no matter how good it appears.

vectorvictor · 01-10-2018 3:33pm

JeffKenna wrote: »

Me too...tempted to buy again as it keeps sliding but don't want to overload on any particular share no matter how good it appears.

Agreed. Be cautious on this being the first wave of forecast adjustments if you are looking for a quick win. Long term this is a bet that can't lose if you have the liquidity and patience. They have low to nil visibility on how winter will play out and there will surely be further adjustments.

And I fear they have massively underestimated laudamotion costs.

As it stands this is a dysfunctional business but one with better than average prospects

canonball5 · 01-10-2018 3:39pm

vectorvictor wrote: »

People were buying at 14 recently because they missed out on 13 despite it being fairly obvious that it was a temporary rally.

You did well. Finding the ultimate bottom point will always be impossible but with both forecasts and share price down 12% I would say we are thereabouts.

High 10s or early 11s are possible but that doesn't mean you got a bad deal and at this price point I'd consider what you missed out on as insurance on a killer deal

Well I also bought in at 14 at the end of August too

Heiser · 01-10-2018 3:40pm

Just bought more at 11.40

vectorvictor · 01-10-2018 3:43pm

canonball5 wrote: »

Well I also bought in at 14 at the end of August too

Keep in mind that it's massively undervalued and the swiftness of these losses will be corrected (although perhaps medium rather than short term)

While the stock market jitters at news like today's , it also gets a hard on over positive non events like it did a month ago and there will be plenty of positive to come. May / June next year and your €14 will look like a good buy (in my unqualified opinion)

Katawalah · 02-10-2018 9:51am

Bought some this morning at 11.13.
Still going down, now at 11.09.
At this stage, it may break below 11€ today.
Last time it was that low was in June 2016

MurDawg · 02-10-2018 10:10am

There are rumours of a big announcement on the 11th of October, MOL impending retirement?

ct5amr2ig1nfhp · 02-10-2018 10:21am

But in an order at 10.50, i fully expect to pick them up too.

scheister · 02-10-2018 11:54am

will try to get in €11 myself

lucky john · 02-10-2018 1:05pm

Just had a look at the 1 year share price graph. It's actually very poor and looking like the proverbial falling knife. Mid 11's should be support. If it doesn't bounce off that by a couple of euro shortly it might be worth sitting this out. the trend is not good.

BonesJones1 · 02-10-2018 3:36pm

MurDawg wrote: »

There are rumours of a big announcement on the 11th of October, MOL impending retirement?

Did he not just say recently he would stay beyond 2019?

ct5amr2ig1nfhp · 02-10-2018 4:54pm

Oct 11th interline announcement perhaps? They have been working at it for years now.

LollipopJimmy · 03-10-2018 4:40pm

Really is turning into a bit of an unknown now. I got a few in the summer around the €14 mark and again this week at €11.60, happy to hold onto them for the long term.

Curious as to what Oct 11th brings

cute geoge · 06-10-2018 2:15pm

Olivia CoolS Femur wrote: »

But in an order at 10.50, i fully expect to pick them up too.

I am thinking you might have missed the boat!!!

ct5amr2ig1nfhp · 06-10-2018 5:27pm

Picked up a small parcel at 11.15

LollipopJimmy · 09-10-2018 10:05am

MurDawg wrote: »

There are rumours of a big announcement on the 11th of October, MOL impending retirement?

Any more on this? I haven't seen anything, they seem to be creeping back up now. I'm tempted to squeeze a bit more out of savings and into these - I usually keep my savings separate and speculate with spare cash

ct5amr2ig1nfhp · 11-10-2018 2:13pm

Don't see any announcement today. Did I miss it?

LollipopJimmy · 11-10-2018 2:22pm

Olivia CoolS Femur wrote: »

Don't see any announcement today. Did I miss it?

Patter around new routes

ct5amr2ig1nfhp · 11-10-2018 3:57pm

Saw that... but is that it? Meh.

LollipopJimmy wrote: »

Patter around new routes

rebelArt2018 · 13-10-2018 10:14pm

Guys, would anyone have a moment to advise what is the first step to invest in some shares? Real beginner here, thanks

beaner92 · 13-10-2018 11:17pm

rebelArt2018 wrote: »

Guys, would anyone have a moment to advise what is the first step to invest in some shares? Real beginner here, thanks

Open a demo account with Interactive brokers. And play around. access to everything from options to cfd, bonds, everything!

rebelArt2018 · 13-10-2018 11:32pm

many thanks, really appreciated!

BonesJones1 · 24-10-2018 7:46pm

Had a great ride today and then finished the day below what it was yesterday. Looking good though

RedRochey · 22-11-2018 3:29pm

Reckon that all the downside of a no deal Brexit is priced into Ryanair's share price already? That any kind of deal/good news will result in a big jump in the share price?

BonesJones1 · 24-11-2018 12:12am

StockTwat29 wrote: »

Reckon that all the downside of a no deal Brexit is priced into Ryanair's share price already? That any kind of deal/good news will result in a big jump in the share price?

A no deal Brexit definetly isn’t priced in , the reaction to the proposed deal about a week ago led to the stock dropping about 10% along with many other stocks exposed to brexit.

Mad_maxx · 25-11-2018 12:52pm

StockTwat29 wrote: »

Reckon that all the downside of a no deal Brexit is priced into Ryanair's share price already? That any kind of deal/good news will result in a big jump in the share price?

No way is it priced in.

Stock will go under 10 if there is no deal. Its an expensive stock.

Any thoughts on Ryanair

Comments