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Just reread them and think it's the competitive pricing comment and uncertainty around full year guidance contributing to this
Still think all the fundamentals are great and surely the best UK airline currently. Economic moat through dominating many regional airports, Leeds for example. We flew with them last week and couldn't fault them.
Potentially but proven pretty resilient and been through tough times already. Maybe had nadir already and could see macro improving, wage growth outstripping inflation, decreasing base rate, housing market incentives, energy cost cutting etc.
Mentioned in top 10 small cap article
https://citywire.com/new-model-adviser/news/top-investors-10-favourite-uk-small-cap-stocks-trounce-the-market/a2437247
And in top 10 citywire small cap article
https://citywire.com/new-model-adviser/news/top-investors-10-favourite-uk-small-cap-stocks-trounce-the-market/a2437247
Agree this company has a lot of potential now
But the comms have been shocking, we were supposed to have a presentation the day after the deal was completed - didn't happen and no news
Now results were due end of February and no update or holding message.
More work needs to be done to keep investors on side - it's simple stuff