Member Info for B777CAPTAIN

Stille

I'm going to do that. I think that as the winter bookings come in for these new routes the share price will keep ticking up. I pick £12 for the end of next week.

I said on Monday £11.50 for the end of the week and £14 for Christmas. All of you guys give me a hard time. £20 is the correct price with the current metrics.

My point regarding irreversible rise was that since September 2024, we have seen a number of rises which have proved to be false dawns. The price dropped to the £11 area in September 2024 and then the month later rose to around £16 before the attack on Israel by Iran. It then rose again to the £18 level in March this year on Ukraine optimism before finally dropping back to it's current level.

I think that in the next year, it will rise beyond £16 and £18 without the reverse of course.

Stan

My point regarding irreversible rise was that since September 2024, we have seen

Your wasting your vacation budget. Lie on the beach and drink beer.

I'll be on vacation in January. I won't be posting here.

Stan

You know what I mean. There's some hyperbole there.

OTCD.. Only joking because everyone is saying rinse and repeat now.

We all have our own ways to trade. I don't have any issue with anything.

Are you Guys absolutely certain about "rinse & repeat"?

We've just had an excellent H1 operating profit.

Varadi just told his fellow Hungarian citizens to buy now.

We're at a record low price.

Massive H2 loss is already priced in.

Negative revenue is already priced in.

Nascent peace talk in Ukraine going on.

Number of GTF groundings are reducing month by month.

In any case at some point soon We're expecting to start an irreversible upward trend.

It's a bucking bronco, if you get off, it's difficult to get back on.

I think that there'll be an RNS in a couple of days with a buy. A 7% move or so from when it kicked in. Someone did a lot of buying.

D9, It's a fickle market. Who knows. I still think that they were great results.

What's next: £10 or £11.50?

Yeslam

Thanks a lot. Both you and John have made very good posts regarding this issue of aging and leased Aircraft as it relates to both Wizz Air and Ryanair.

D9Ber

I'd be disappointed with £28. I wouldn't understand how 300 Aircraft could deliver such a low share price. Even before Covid they made €3m/Aircraft and the Aircraft were much smaller.

GaryDav

If you're going to ask me what the share price will be next week or by Christmas, the correct answer of course is "I don't have a clue". Because I'm extremely optimistic about the long term future of Wizz, I will give an optimistic short term view but that is just for FUN!

GaryDav

"My heady targets".

I can't comment can I. All I can say is that we'll see. I do have very "heady targets".

I think that if a fully functional fleet of 300× A321-NEO's earns a net income of less £2m per Aircraft in one of the fastest expanding markets in the World then Varadi will have completely failed. I don't believe that will happen.

With a CAGR of 10-12%, the PE should be 10. 300 Aircraft should make a minimum net profit of £600m. Giving a share price of around £60 in 2030.

I stick to £42 by the end of 2028.

I'm sorry for being a long term investor that doesn't trade or leverage. Really the current price is totally irrelevant to me.

The institutions/Brokers estimates got no where near the recent operating profit. I bet that they've been so disappointed.

On one of his more sensible posts, Pogo said that Wizz moving to Warsaw Modlin airport was doomed to failure. Ryanair already had a very competitive Base there. He said that the lucrative routes were to the UK and that Wizz would not be operating flights to the UK.

I gave him a like but it shows that he completely lacks any understanding of how passenger movement works.

It's a total fallacy to consider low cost Airlines to be point to point operators. Point to point simply avoids passenger compensation for missed connections.

By operating Aircraft from Modlin, you can cheaply connect passengers that Ryanair kindly bring from the UK to destinations all over Europe. And vice versa.

Although Ryanair and Wizz are competitors, by default they work in partnership.

You have to consider that legacy carrier shorthaul is totally failing and due to M&A is shrinking.

Ryanair and Wizz Air will eventually control the European shorthaul market.

OTCD

You seem like the right person to answer this question.

Clearly the lack of insider buying directly into Wizz Air Holdings is something that is of huge concern to retail investors. It's also surprising. The company could be reasonably considered to be selling at half price at the moment and with significant potential to grow from now to 2030+.

Is it possible that directors are investing directly into Indigo which is a private equity company and holds 43% of Wizz in total?

Johnbri

Thanks for your reply.

I bow to your engineering knowledge.

The experience I have that suggests to me that Ryanair will run into difficulties with their B737-800's when they become 20 years old+ comes from my company. We had 20 or so B777-200's. They were around the 20 year mark when we had to retire them. The reasons were partly corrosion, especially to do with the nose wheel. Secondly the Air conditioning packs became unmanageable for maintenance after 20 years. The Air conditioning packs were too costly to replace.

Teddy100

That was probably me. But you wouldn't hire me to be your financial advisor would you. I just say what I think at the time.

Good luck. I'm still certain that this is a great long term opportunity. We've got a lot of Aircraft operating immature routes for 6 months. That's to generate profit for the future. It's temporarily costly in terms of revenue.