Member Info for Garydav2

Thanks Captain for a great summary

Yes definitely an awful recent period. Confidence needs to be restored and need a more positive period going forward

So on that subject Yeslam can we explain why both Wizz and EZJ are struggling with the share price at lows whilst IAG and RYA are well up this year? It cannot just be sentiment

TAKING OFF Wizz Air relaunches ‘all-you-can-fly’ pass – and passengers say they’ve saved hundreds of pounds

It even includes long haul flights

“This reflects our ambition to redefine the meaning of low-cost travel.

“We believe affordable prices should be matched with high quality operations and customer service – and we’re delivering.

The airline also confirmed that this summer was its best on record, with improvements across on-time performance, flight completion and turnaround times – with 1,000 flights a day.

He added: “We’re not only making improvements; we’re going further and expanding our offering for customers.

“In the past six months we’ve introduced 250 new routes and launched a range of exciting new products which are already revolutionising the customer experience.”

Do we think the shorts are pushing this down ahead of September numbers and RYA results on Monday? If all positive we might see an increase in SP next week

GLA

Thanks for that Teslam and very informative post.

Regarding the debt and bonds to be paid I've just pulled this from Chat GPT:

Here are the key debt‐maturities and financing obligations for Wizz Air Holdings Plc (“Wizz Air”) as of their latest disclosures:

🧾 Major maturities

A €500 million euro-bond, issued 19 Jan 2022 (1.00% coupon) maturing January 2026.

A repurchase obligation under the EU Emissions Trading Scheme (ETS) of ~€272 million due March 2026.

A bank/loan facility referenced in a 2023-24 report: “The total credit facility … should be drawn and repaid before 19th January 2026 (Loan Maturity Date).”

📊 Broader maturity profile context

The company reports “contractual undiscounted external borrowings” include the €500 m bond maturing January 2026.

Their interim report (30 Sept 2024) shows a maturity profile chart of “original repayment schedule as at 30 September 2024”.

The company’s total debt at certain points: e.g., ~€6.53 billion at September 2024.

✅ Implications & things to monitor

The January 2026 bond is a single large maturity in the near term, which concentrates refinancing risk.

The ETS obligation (March 2026) adds a non‐traditional liability (environment / regulatory) which is important in the airline industry.

Because the company has a heavy debt load, and there’s refinancing risk, credit ratings agencies have taken note. For example, Moody’s Investors Service noted the €500 m maturity and €272 m ETS obligation in its rating commentary.

Investors should track whether Wizz Air refinances these obligations (rolls over or repays) and how that impacts cost of debt, maturity extension, covenants, etc.

Thanks for that Robert we all want to know your plans as you are obviously the ace investor

Ahh yes of course . I did think of that previously but forgot all about it when posting .

Thankyou that makes sense

Sapi why will the debt disappear in January??

They have a payment in January to service £500M I believe .

Debt is just under €5bn

Net cash just under €2bn

This will not benefit the PI. Only the banks and institutions

65 posts Taut....

What's your agenda here ????

Seen that at 6pm today Taut!

Only a very small increase. Overall shorts reduced recently

Do you ever have anything positive to say...

Been researching Jet 2 today and the shares are languishing at years lows following the last results and they talked of rising wages and reducing winter capacity due to demand.

Can we strike any parallels here or are we just a pure airline play?

Surely with the monthly traffic figures and load factors and what's already known surely the results can't be that bad?

GLA

So guys I done this nearest the pin opinions before the last results.

What's people's SP prediction following the results announcement on the 13th November?

I'll go 1st

1165p

Haha yes I just checked on LSE and more like €20 !!

Oh well

Little rise to 1085 and now back to 1077 on open .

DOH !

The share is bobbing around in the waves at the moment

Wow I didn't realise how high Ryanair has flown.

The shares are over €60. I remember when they were around €14!

Up 40% alone this year

Wizz and EZJ have well underperformed in comparison.

Let's hope Wizz can start turning a corner

What's your price prediction then Kpa1?

Silli comment.

It's the same as Car manufacturers. They have recalls all the time on various items but they don't stop manufacturing and delivering cars!!

Some real downers on this board

Yes I notice a few of the derampers out tonight.

Clearly a Buy signal for me.

GLA

1130 whoops 😬