$RYAAY Ryanair Holdings Tape Reports
Per Ticker.id: $RYAAY Ryanair Holdings Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-20 15:24 UTC.
Yeah, we're about the highs of June 11th now in terms of the price on Brent. And, you know, the airlines feel it. We've got this quote. Ryanair reported earnings and the CFO, they're always feisty, they're always competitive. Here's what they're saying about it. Clearly, oil prices have taken off again, but it also creates a sense of consumer hesitancy and nervousness of around people, about people traveling and booking. We think the rest of Q2 would be strong. But, you know, the second half of the year will need more discounting, although we expect a lot of capacity to be taken out of the system in the European system in the second half of the year, particularly by our competitors who are losing money hand over fist, copiously losing money and can't compete with all these low prices. So they're fine, but their competitors are losing money hand over fist. I think obviously it shows the vulnerability in Europe, maybe more so than the US. They're big, obviously, oil importers and also the vulnerability of these—
Sarah Eisen — Squawk on the Street · 10AM Hour: Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26 · 2026-07-20Ryanair CEO says unprofitable airlines face a difficult winter amid higher fuel prices. And Seeking Alpha is asking its analysts, are memory chipmakers building too much capacity? On Wall Street, stock index futures are higher before the opening bell. Crude oil is down 0.7% at $81 a barrel. The FTSE 100 is down 0.4%, and the DAX is up 0.3%. Fervo Energy is on our Biggest Movers list. FRVO is up 5% after Jefferies upgraded the company to buy from hold, arguing the recent 40% pullback from its IPO highs has created an attractive entry point. And on today's economic calendar, at 10 AM, leading indicators. That's it for today's Wall Street Breakfast. Thanks for listening! To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber. Check out seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day!
Julie Morgan — Wall Street Breakfast · FDA's lettuce u-turn · 2026-07-20Ryan Fox there, as England's Tommy Fleetwood ended the tournament tied for 4th on 7-under par on his home course. So those are our top stories, yes, including a bit of Gulf as well. Looking at the markets this morning, oil prices are climbing. You've got Brent crude futures now at $90.92, up 3.2%. European natural gas futures also up well over 4%. European stocks are dropping. The Stoxx 600 down 0.3%, FTSE 100 down 0.6%. We're into earnings season. Not that many earnings results today except for Ryanair that saw a 34% drop in their profits. But by the end of the week, you'll get about 90 out of the Stoxx 600 companies reporting by Friday. So that'll keep keep everyone busy. The Kospi index slumped also at the close, dropping 4.5% this morning. And all of the increases in oil prices also really weighing on bond markets. You see German yields 3.14%, so yields up 2 basis points. UK gilt yields are up by 4 basis points at 4.99%. So actually, we're just heading back towards that 5% handle for 10-year UK gilt yields. Those are the markets.
Caroline Hepker — Bloomberg News Now · New UK Prime Minister, Ryan Fox Wins British Open, More · 2026-07-20And those are our top stories for you today. Looking at the markets this morning, stock futures for Europe are up about a tenth of 1%. We've had Ryanair profits in for the first quarter. After-tax profits came in below expectations, €538 million. This, though, after we have seen this significant tech sell-off on Friday, really rattled markets. But stocks do seem to be stabilizing. South Korean markets reopening, though, after Friday's holiday. So you see a real catch-up there with the KOSPI down by 4.2%. The KOSDAQ also slumping. Chinese shares, though, are up with two major state funds revealing more purchases of Chinese equities. Has propped up markets in mainland China. Looking elsewhere to the oil markets, more tensions and strikes between the US and Iran mean that Brent crude is now trading at $90.22, up 2.4% this morning. No cash treasuries trading because Japan is closed for holiday. Those are the markets.
Caroline Hepker — Bloomberg News Now · UK Gets New Leader Today, US-Iran Attacks Spiral, More · 2026-07-20Bloomberg Sid Phillips. Delta shares more than 2% lower. A Mexican man living in the U.S. who was killed by an ICE agent in Houston, Texas, was not the person federal authorities had been targeting. The man, Lorenzo Salgado Araujo, was a homebuilder. He'd lived in the U.S. more than 35 years and had no criminal record. The Harris County District Attorney's Office says it would conduct an investigation into the shooting and is consulting with local prosecutors in Minneapolis to learn how they navigated investigations into federal immigration agents. A Ryanair flight made an emergency landing in Greece after a window on the Boeing 737 dislodged soon after takeoff, reportedly because it was hit by a piece that came off the engine. Several media outlets report one passenger was partly sucked out of that broken window. The 61-year-old Serbian man is being hospitalized with friction burns and checked for other injuries. That's news when you want it with Bloomberg News Now. I'm Amy Morris, and this is Bloomberg.
Amy Morris — Bloomberg News Now · Trump Says Iran Cease Fire is Over, SK Hynix Trading in US, More · 2026-07-10See, I think we need someone to do some research on what I call the meme moat, because if your business becomes a meme, it can lead to disproportionate returns, right? I mean, that's for sure. From GameStop to Ryanair's brand team, which we talked about in the Copa Airlines episode recently. Some companies have exploited internet culture and retail investing to a huge degree. And I mean, seriously, if your brand is consistently going viral online due to its sense of humor, that is some kind of advantage.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley · 2026-07-02Sure, I think that makes sense. So we talked about the costs again. The main ones are fuel and labor. So for copa, for example, jet fuel is about a quarter of revenue in costs. This is a huge position and the price of it is basically set by global oil markets, which means that the airlines have no control over it. And if they are smart and or lucky, it kind of depends on who you ask. They can hedge against that with long term contracts that basically enable them to buy fuel at a certain price for a period of time. Copper actually has a policy against doing that, against hedging. So they always buy it for the market price and we can talk about that later on, but that's basically how you can do it. And you could certainly argue that especially in a time like today where there's a bit more uncertainty about the pricing. It would be nice to hatch. But looking at the history and their track record of not hedging, to me it appears like they generally make a good choice there. Ryanair, for example, has recently hedged its exposure to fluctuating prices, which is what hasn't been heard as much by the current Iran conflict. So, as you can see, there are two different approaches. I wouldn't say there's right or wrong. It's just, you know, whatever the culture of that company, then beyond those costs, you have many tens of millions that you pay for the fleet of, you know, the aircraft, the crew, the gate, the maintenance, all that sort of stuff. And as you said, that's basically all happening regardless of how many tickets you actually sell for a flight. And you definitely got to take that flight, because if I just go to the airport and they say, oh, we only sold 50 tickets, so now it's not making any sense for me anymore, we cancel the flight, that's obviously terrible customer service.
Daniel Manke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley · 2026-06-18I mean, I definitely have to say this is by far the hardest pitch I've ever done. Right. The airline industry is just a tough one to convince people of, but I do think there are a few ways to make money. So the most powerful one, and we already touched on it with Ryanair, is just being the cheapest player. If everyone is selling an identical product and prices keep getting pushed down to the floor, the only player who survives that floor and actually is making money there is the one with the lowest cost base. So Ryanair in Europe and perhaps Southwest back in its prime, at least in the U.S. so these are the airlines that have consistently reinvented what is expected from an airline and saved costs wherever it's possible. Right. And the second one, which I personally find even more interesting, is owning a network position that competitors just can't copy. So that could be an airport where, you know, these slots are constrained and you control most of them, or, and this is actually the game that COPA plays, a geographic position where it doesn't make economic sense for a rival to even try to fly the same routes. We will get into that into detail later. But then there's also a third way that you can make money and be profitable, and that is a restructured competitive field. So the reason, you know, these big US Airlines became investable for a period of time and the reason Buffett, of all people, and then also Bill Miller got interested in them, is because for a short period of time, this is what I said a minute ago. It looked like there will actually be mergers and consolidation in this industry. And then as I said, there was kind of COVID coming in and making it a bit more difficult.
Daniel Manke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley · 2026-06-18