Member Info for MadMat

Certainly seems so.

it should be clear to all that Wizz have done an amazing job over the last few years to navigate all the obstacles, now easier and more lucrative times are ahead.

Also, if you look at the shorts report by this site,

the reductions total 0.3% ,

the increases total 0.18%

so there are increases and reductions but the reductions outstrip the increases.

If 10 % of the co is shorted does that not mean 90% is long?

I should think crime is Saudi Arabia is very low. Considering they still carry out capital punishment by beheading and executed over 350 people last year alone. (according to Wikipedia)

Excellent news, thanks rupans

Wow

Frank, do you actually think that strong countries should be allowed to force their way into weaker countries and take over?

Most of the world thinks not. Thats basically why we had WW2.... and why the UN and Nato were created. Whilst Ukraine has the will to fight on they should be given the means. Otherwise we could all end up living under Putin and his repressive regime.

Surely you have to actually do the decommissioning so if it comes in at less than 350M then happy days...

(just guessing, I can say I understand this deal or the industry)

UK energy stocks slump of fears that Russian oil may soon be accessible... but if that happens would the windfall tax not also be lifted ?

How long can/will a company that made a £1b loss last year maintain a 7-8% yield ?

News:

(Alliance News) - Stock prices in London were mixed at midday on Friday, as housebuilders weighed on the FTSE 100 index as investors mulled Thursday's Bank of England rate cut.

Can anyone of the better informed members explain why a rate cut is bad for the housing sector? I would have thought the opposite.

thanks

Hi Craigo, if you have a minute could you look at

- Market Capitalisation as a Percentage of Profit:

please

I believe what we are seeing is the beginning of a change in sentiment. (long may it continue)

Nothing has fundamentally changed. When we do see some fundamental changes - Boom!

I would rather see a share buy back than dividends being paid

We will find many more examples where AI falls on its face, and we will realise that the technology, whilst promising, is also in its infancy - and that is why the boss of Google is on UK TV warning of a AI bubble bursting - such as to soften the fallout when it happens

Runner, I could not disagree more. Putin clearly does not care how many people are killed... it's his own arrogance and ego that matter. Certainly not the lives of Russians or anyone else.

Europe should have been stronger to begin with... for sure

For Trump its all a business opportunity.

Behaviour like this can not be allowed... the only peace with Russian will be with Ukraine joining Nato.

Take the frozen Russian billions

I think the point is that these days valuations are mainly based on results, not potential.

So given the current results; the current valuation is justified. But that should not stop us looking to the future and assessing potential in our investment decisions.

I'm not here every day. I dont feel the need because what I know about Wizz gives me confidence that in a year or two SP will be 100-300% better than now. I can't say that about any other stock or fund I know of. Least of all AI - I note several analysts are talking about that bubble bursting, as reality of the limitations sink in and better understanding of the setup and ongoing costs becomes clear.

I have about 1/3rd my wealth in Wizz. Held in SIPP, ISA, Trading Account, my kids ISAs and a Limited company I control. 1/3 in property and 1/3 in other stocks, ETFs etc. So not all in but heavily invested at an average of about 1400.

I dont necessarily see Wizz as undervalued currently. The costs are high and profits low. But given the relative certainty costs will reduce as the engine troubles are resolved, the new more efficient planes arrive, focus on Eastern Europe routes... increasing NATO supporting Ukraine. I see it as just a matter of time until the huge revenue growth Wizz have made becomes huge profit growth. So do you buy now at these prices with all the potential ahead, or later (at a higher price) when all the problems have passed?

"Grounded aircraft reduced from 60 to 38, CFO Malin reports at ISTAT conference"

22 returned to service... surely thats good

Indeed, Barclays take a 5% position... stuff you JP Morgan

Pretty decent numbers... I'm consistently impressed how Wizz manage to grow the business and revenue despite all the problems.

When the costs start to fall profits will surly surge.