Member Info for Taut

Thanks for info Yeslam.

Do we know rate of returned aircraft (the ones with fixed engines)? Say per month/ quarter?

40 planes grounded until P&W fixes engines

40 more planes are affected but are flying due to purchased 80 engines

Whats the total of affected planes? I believe it was around 170 and are the rest flying with spare engines which are not part of 80 purchased engines?

If we know rate of returned aircraft we can get good estimate of when these aircraft get back to service?

I would expect normal results as always during summer period. With these results it would be interesting to see if shorts will change in any way. If dies not go down or increase, they are waiting for H1 results

Would be nice to see how many days it took from grounding to back to service and compare this to claimed 300 days term. Ofcourse if this plane is with now fixed recalled engines and not spare engines

Lucas, why it is 1st? I thought wizz has reduced to 36 groubded plabes or thereabouts with spare engines. Why this one is 1st?

I expect good passenger numbers for all months leading to H1 results on November 13th. And even H1 results should not be bad considering current devalued SP. Just not sure how future results will compare, looking on different flight routes Ryanair and Wizz have a price war and tickets are rock bottom prices so I dont expect Ryanair nor Wizz making any profit, it is just good for the passenger.

Easy jet and ryanair falling even lower. Whats the reason?

Need good results in Q2 for another leg up. Dont think market believe war is going to end and it might be right.

Good that slowly positive news coming from P&W issue, that i believe is the main one to get solved asap.

Little optimism on P&W issue, but might be paid article as no results yet seen

https://leehamnews.com/2025/08/18/pw-pursues-industrial-4-0-with-gtf-engine-improvements/

I am starting to think this should be £25 now. At the moment only positives and negatives are behind.

I see, we might see monday open at £15.41 :D all depends on this alaska meeting

Ohh, reduced now to £13.95. Strabge as it never happened before...

Why my close price £15.41 on ii. Anyone else got the same close price?

Not good news for easy jet https://www.manchestereveningnews.co.uk/news/greater-manchester-news/live-manchester-airport-flights-stopped-32279090

Expect a rise tomorrow at least till the meating starts, build up and expectations are growing for war to finish

A lot depends on war this Friday. I dont think bews are going to be possitive this time, but it is going to right direction. There will be more and more pressure to stop the war so maybe in coming months will see positivity come back

Euro dollar rate is great and crude oil going down again to 64. Looks like some kind of progress ending war as well

I think trump deadline is somewhat priced in in SP. If no progress is gained, it will all depend on earnings quarter by quarter. If war is to end, we would see £18-£20 range straight away

Wizz wanted to take easy jet for 1.2bln and it was rejected. Ryanair might also try their luck with lower than current market cap offer. I dont think 3 or 4bln would be considered even. At best would be 1.5bln to 2 bln but I think this is unrealistic still.

I know/ heared about sticking to single aircraft but i think for them it would make sense to also own airbus as boeing could let them down. Not saying thay wizz plabes are good with these engines but ryanair would not have all eggs in one basket

Why would he talk about takevor if he himself would not be interested. Ryanair has loads of cash and they could easily buy wizz. It would be huge improvement to them as they are struggling with capasity increase. We might see an offer from them soon, just not sure if eu would allow it as it would be total monopoly with easy jet