Member Info for MadMat

My tealeaves tell me this will smash through £6 and on to £6.50 before we feel the next confidence wobble.

Surprising how it doesn't mention the class action case as one of the "shadows of late"

That article is dated Wednesday 16 August 2023

With net assets almost twice the mar cap...

Ok, fair point, the copper was paid for... but at the time it was paid for it created a monopoly, there was not competition and hence the regulation.

With the fibre rollout its different... there is fierce competition in the telecoms market and BT has invested heavily in fibre that will differentiate itself from the competition

So does that mean that the next generation of fibre based services will be subject to the same level of Ofcom control as the current copper based services?

Or will BT have more freedom to sell these new services however they wish?

Sorry this is probably a rookie question, but I expect there are many other rookies like me who would benefit from the views of the veterans on this board.

I understand that with the copper land lines, these were paid for by the public purse and handed to BT when it became a PLC. Therefore giving BT a massive advantage and hence heavily regulated by Ofcom.

However, with the new fibre infrastructure, this has been paid for by the shareholders of BT, not the public purse…. So surely BT can then sell fibre based service for whatever they like… without any… or at least far less Ofcom interference. It will be up to BT what they charge and up to customers if they wish to pay. It’s not like customers won’t have choices – StarLink, 5G etc…

Interested to know peoples views.

Which interview was this? could someone post a link please.

... seems like a lot...

Any theories what ?

I thought they sold most of the property in the early 2000's

Only the BT tower and BT Centre remained owned.... as I understood it

BT Centre was replaced by One Braham St... which might suggest then the 174 M valuation is just for that

Has been as much as £32 a share (May 17th 2023).

I'm looking for something comfortably over £40, as was the case through 2021

Thanks for the reply and referencing the article

Shouldn't that have been RNS'd ... I've not seen it. So how do you come to that opinion.

thanks

Thanks Flak, yes I see it now.

page 3 of the H1 report

"Financial performance: narrow F24 net income outlook to the range of €350–400 million."

https://wizzair.com/static/docs/default-source/downloadable-documents/corporate-website-transfer-documents/results-and-presentations/wizz-air-holding-plc-half-year-report-f2420230930-stock-market-report_ea950a4d.pdf

Considering the H1 profit is already at 400M, it seem either a very conservative estimate or that they expect a loss/break even for H2

Is there anything to expect before then?

The last 4 full years Wizz has lost about 1/2 billion.... so surly this must be the year that is turned around.

Hi Stille, what metrics are those then? thanks

Mat

Mary, Warren Buffet would agree with you

I can understand that with small tin pot companies the difference between broker ratings and reality can be vast... but surely the bigger the company, the more public the accounting, the more accurate the broker rating.

So the JPM rating of £2.90 is probably their honest valuation... based on a wealth of accurate information, using all their sophisticated analysis techniques.

Shame they haven't put a timescale against it.

I plan to hold for at least a couple of years and expect to see this kind of return.

Date Broker Recommendation Old Target New Target Rating Type

04-Dec-23 JP Morgan Cazenove Top Pick 280.00 290.00 Reiteration

22-Nov-23 JP Morgan Cazenove Overweight - 280.00 Reiteration

29-Sep-23 Citigroup Buy - - Reiteration

29-Sep-23 Berenberg Bank Hold 150.00 135.00 Reiteration

02-Aug-23 Berenberg Bank Hold - 150.00 Reiteration

10-Jul-23 Barclays Overweight - 225.00 Reiteration

Do you suggest the fall and the average investor are in some way related?

Hi Horis,

What makes you think the directors bought 5% a few days ago?

thanks

M

A vote of confidence is one thing, but doubling your position to 47M shares is really putting your money where your mouth is.