Member Info for MadMat

What I'm saying is that using analysis here and now to estimate future earnings, say in 2 years when net profit is £450m and sp, is £30, is fine.

But it doesn't factor what sentiment will be in 2 years. Obviously it's practically impossible to so. But sentiment is a powerful factor, possibly effecting SP 50% either way.

Its hard to factor sentiment into valuations. 2 years ago we were at £32 despite making a loss of £450m

Very interesting article, thanks Taut.

key points for me

- the actual 2025 profit figure was at the higher end of the forecast range,

- end of its full-year 2025, 42 planes were grounded, which fell to 37 in May. The airline expects around 34 aircraft to be grounded by the end of H1 2026 — clearly an improvement.

- positive is that it received 26 new Airbus A321neo planes that will further mitigate the losses from the groundings.

- The DCF shows Wizz Air’s shares are now 82% undervalued

fear and ignorance drove the drop last week. People look at a few pieces of information and not the whole picture. Roll on the recovery.

Thanks G-, I wonder how that compensation package compares to the one we receive and if/by how much ours ca be improved.

Whether you get in at this price, a bit more or a bit less, you still have the best chance of making 100-200% over the next year or two

I dont see the results were that bad... about 15% under the revised guidance that was stated at Q3

Over reaction to old news

Well... with 23000 trades the MMs and the brokers have done well today.

but with over 1m more shares bought than sold, how will they settle the shares they've sold. Surely they need to buy another million shares just to deliver whats been sold already.

Mazman, possibly tomorrow afternoon

I hadn't seen it.

... it should be, but having 25% of your fleet grounded is expensive and P&W compensation probably doesn't cover the full cost.

Truly impressive how Wizz are managing to expand given the circumstances... but until we see the light at the end of the tunnel re the engine problem I fear SP will stagnate.

Https://www.reuters.com/sustainability/boards-policy-regulation/ryanair-ceo-oleary-hits-share-price-target-that-could-earn-him-100-million-euros-2025-05-29/

Well, if O'leary had done it maybe Varadi can too.

Does anyone know how many, (if any) aircraft have had their engines fixed yet?

What the schedule is... and whether we're behind, ahead... or what ?

thanks

Not had a "Holding(s) in Company" RNS for over 5 months.

Major holders sitting tight.

If the current trend continues we'll be in the 1900's by end of July. which is 20% upside from here.

with good results, some positive engine news etc we could break out of the current trend.

https://www.tradingview.com/x/XWuPMNlm/

Even without good news the trend in itself make a compelling investment case.

And the chances of positive news leading to breakout are more likely than not. imv

We need more foreign investment.

UK needs to position itself as a safe haven.

I keep hearing from US bods, on current affairs programs, that UK securities are looking very cheep... so put your money where your mouth is.

30% growth on holidays is pretty impressive

Captian, how can the low cust, satisfaction score of Wizz come from factors that apply to all airlines? Sorry I can see it.

Are we saying that Wizz is disproportionally impacted by ATC issues... ?

surely they're equally bad for everyone

Although I certainly see that a Which survey requires a few pinches of salt

When it was just Barratt the divi yield was about 7-8%

The recent interim divi equates to about 1.2%.... the final divi will have to be quite spectacular to come close to the annual yield previously achieved when it was just Barrett.

So what are the chances of a spectacular final divi?

(I'm doing better with TW)

He could sacrifice his own bonus for a few years, last year he got £2.1 million bonus on top of his salary. (I cant see that happening)

Also improving the customer satisfaction rating. Perhaps give a shiatsu !! Haha, just kidding. But seriously their ratings are not good. There are other fronts, besides price, on which to compete.

Best and worst short-haul airlines, according to Which?

------------------------------------------------------------------------

Jet2 – 80% (overall customer score)

Logan Air – 72%

SAS – 71%

Norwegian – 69%

Aegean Airlines – 67%

KLM – 67%

Aer Lingus – 66%

TUI Airways – 64%

Turkish Airlines – 63%

EasyJet – 61%

Vueling Airlines – 60%

British Airways – 57%

TAP Portugal – 57%

Lufthansa – 55%

Wizz Air – 51%

Ryanair – 49%

Paying divi has the effect of holding down SP as the money leaves the company and hence reduces the value of the company by the amount paid in divi.

Personally I think chances of Wizz SP hitting £120 by 2028 is unrealistic. I am hoping to see us well into the 20s through this year and maybe even the 30s