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    Dudley Shanley

    Vice President and Equity Research Analyst at Goodbody

    Dudley Shanley is a Vice President and Equity Research Analyst at Goodbody, where he specializes in coverage of the Irish financial sector, with a particular focus on major companies such as Bank of Ireland, AIB Group, and Permanent TSB. Over his tenure, Shanley has built a strong reputation for insightful banking sector analysis, earning recognition for the accuracy of his earnings forecasts and market calls, and is noted for maintaining a solid success rate on investment recommendations according to multiple equity research ranking platforms. He began his career as a trainee accountant before transitioning to equity research roles, joining Goodbody in 2011 and progressing to his current leadership role within the firm’s research team. Dudley holds a Chartered Financial Analyst (CFA) designation and is a registered representative with the Central Bank of Ireland, demonstrating his professional commitment and industry expertise.

    Dudley Shanley's questions to RYANAIR HOLDINGS (RYAAY) leadership

    Dudley Shanley's questions to RYANAIR HOLDINGS (RYAAY) leadership • Q1 2025

    Question

    Dudley Shanley of Goodbody requested an update on the Boeing delivery situation, noting it seemed to have regressed. He also asked about Ryanair's network optimization strategy for the period before the new MAX 10 aircraft arrive.

    Answer

    CEO Michael O'Leary acknowledged recent delivery glitches and new delays for 2025 but said the overall situation has improved with better management at Boeing. Regarding network strategy, O'Leary and Executive Edward Wilson explained their continuous process of churning capacity, moving aircraft from high-cost airports in places like France, Portugal, and Germany to lower-cost, high-growth markets like Italy and Morocco.

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    Dudley Shanley's questions to RYANAIR HOLDINGS (RYAAY) leadership • Q3 2024

    Question

    Asked for specifics on how higher pilot pay improves operational resilience and for an outlook on how long European capacity constraints, driven by issues like the GTF engine problems, are expected to last.

    Answer

    Edward Wilson explained that higher pay and extra crewing resilience are necessary to combat poor ATC performance and ensure schedules can be run without disruption. Michael O'Leary stated that capacity will be constrained through summer '24 and likely into '25 and '26 due to Pratt & Whitney engine issues and OEM delivery backlogs. He expects summer '24 pricing to be ahead of '23.

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