easyJet (#EZJ) – Scheme Document delayed to “on or before 15 October” for “continuing constructive engagement with the relevant aviation regulators”

easyJet (#EZJ) – having “been providing diligence access”, now Takeover Panel extension to 5pm 7th August

easyJet – now possible offer competition with a higher price. What to do?…

Most recently on easyJet (EZJ), we noted agreement in principle on the key financial terms of a recommended cash offer of 690p per share but, with the gap to that from a 614p share price and having already de-risked a bit and still some potential for rival interest, to continue to hold the rest. Now another “possible offer” announcement.

easyJet (#EZJ) – “agreement in principle on the key financial terms of a possible cash offer” at 715p per share from Apollo

easyJet (#EZJ) – “agreement in principle on the key financial terms of a recommended cash offer… for £6.90 per share”, partial unlisted share alternative

easyJet – further increased possible offer rejected but a short Takeover Panel extension, what to do?…

Earlier this week we noted on easyJet (EZJ) that its ‘latest rejection sees possible offer taken public’, with Castlelake, L.P. “announcing this third proposal to enable easyJet shareholders to consider its merits and provide their views… to the easyJet board… following the rejection of three proposals by the easyJet board, and given its unwillingness to engage meaningfully”. That third proposal was at 625p per share and, with we considering the above suggested a higher price still likely possible on meaningful engagement, we concluded with the shares up to just above 520p to Hold. What about now “Possible Offer” updates and the shares up to 584p to sell?

easyJet (#EZJ) – rejects 650p per share further possible offer proposal, Takeover Panel extension to 5th July “to facilitate limited diligence access and allow Castlelake to work on a further increased proposal”

easyJet – latest rejection sees possible offer taken public…

easyJet (EZJ) has announced that it considers a 625p per share possible offer proposal from Castlelake, L.P. as “highly opportunistic, delivered against the backdrop of easyJet’s temporarily depressed share price, and still fundamentally undervalues easyJet and its prospects”. What about that with shares in easyJet up to just above 520p?

easyJet (#EZJ) – Castlelake announces a third proposal, of 625p per share, for shareholders to “provide their views… to the easyJet board”

easyJet – shares up on “possible offer”, what to do?

US investment firm Castlelake, L.P. has issued announcements including that it “notes the recent speculation regarding easyJet” (EZJ) and “confirms that it is in the early stages of considering a possible offer for the company”. What about this with shares in easyJet up to 430p in response?

easyJet (#EZJ) – notes a ‘possible offer’ announcement from Castlelake, L.P., “has not had any discussions with, nor received any approach or proposal from Castlelake”

easyJet – trading update, share price recovery value?

EasyJet (EZJ) has issued a trading update, stating that for its half-year ended 31st March 2026 “the airline delivering a load factor of 90%, up two percentage points year on year. easyJet holidays saw continued strong demand, with customer numbers increasing by 22%” but also noting some recent financial impacts from the Middle East conflict.

easyJet (#EZJ) – H1 update notes increased costs including fuel and “the booking curve has shortened in recent weeks, resulting in lower than normal forward visibility”

easyJet (#EZJ) – Q1 “in line with expectations”, booked load factors to year-end ahead year-on-year

easyJet – full-year results, still a value growth Buy

easyJet (EZJ) has announced results for its year ended 30th September 2025 headlined that it “reports 9% earnings growth in FY25, with easyJet holidays target achieved ahead of schedule and upgraded to £450m PBT by FY30”. So how does the performance and outlook compare to the valuation from a 485p share price?

easyJet (#EZJ) – “Statement re Airbus A320 Family Aircraft”, “operated as normal throughout the weekend and is expected to continue to do so”

easyJet (#EZJ) – FY “headline” EPS +8% to 66.4p, DPS +9% to 13.2p, argues “well placed”

easyJet – following trading update suggesting further growth value, Buy

Shares in easyJet (EZJ) have currently slipped just below 500p and the following is why we consider that there is share price improvement potential following also a trading update for its third quarter ended 30th June 2025 and which was headlined including “Q3 headline profit before tax £286 million, an improvement of £50 million YoY… Positive outlook for FY”.

easyJet (#EZJ) – H1 loss “in line with consensus”, argues “attractive earnings growth expected for FY”

BUY Easyjet

The share price of EasyJet (EZJ) tends to be quite volatile and buying towards the bottom of the typical trading range gives a good chance of a decent return, especially as we move into the part of the year when business should start to pick up.