RYAOF News and Press, Ryanair Holdings Plc From 01/30/23

The following slide deck was published by Ryanair Holdings plc in conjunction with their 2023 Q3 earnings call. For further details see: Ryanair Holdings plc 2023 Q3 - Results - Earnings Call Presentation

Ryanair Holdings plc (RYAAY) Q3 2023 Earnings Conference Call January 30, 2023 05:00 AM ET Company Participants Michael O'Leary - Group CEO & Executive Director Neil Sorahan - Group CFO Edward Wilson - CEO of Ryanair DAC Thomas Fowler - Director of Sustainabili...

Summary Baillie Gifford’s 13F portfolio value decreased from ~$96.99B to ~$95.96B this quarter. They increased NVIDIA, Shopify, NIO Inc., SEA Ltd., Roblox, DoorDash, and Ginkgo Bioworks while reducing Illumina, Ferrari N.V., Arthur J. Gallagher & Co., Albemarle, Meta Platform...

Low-cost carrier Ryanair ( NASDAQ: RYAAY ) flew 11.5M passengers in December, up 3% vs. pre-COVID period. The company flew 9.5M passengers in December 2021 and just 1.9M in December 2020. Load factor was 92% for the month vs. 81% year ago. The airline expects to fly 166.5M...

Summary 2023 will likely be a key year for airlines, testing which ones are most on track to return to the post-COVID "normal". A key variable I'm watching is when each different airline resumes dividend payments, which I'm watching across 10 airlines in America, Europe, and Asia. O...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Ryanair Holdings plc (RYAAY) Q2 2023 Earnings Conference Call November 7, 2022 05:00 ET Company Participants Michael O’Leary - Group Chief Executive Officer & Executive Director Neil Sorahan - Group Chief Financial Officer Edward Wilson - Chief Executi...

Summary Basic-Fit operates low-cost gyms in Western Europe. Basic-Fit has a far stronger barrier to entry than the market thinks. Basic-Fit is very modestly valued, which makes the stock's risk/reward attractive. Catalyst for the thesis is strong revenue and earnings growt...

Summary Baillie Gifford’s 13F portfolio value decreased from ~$97.51B to ~$96.99B this quarter. They increased Shopify, Roblox, Zoom Video, and Twilio while reducing Albemarle Corporation and Li Auto ADR. The top three positions are Tesla Motors, Moderna, and MercadoLib...

Summary There is a positive booking trend for the Christmas period. After the strong results achieved in August, there were supportive numbers in Sept. Fuel hedging advantage and Ryanair's game-changer strategy make the low-cost operator a clear buy. ...