Member Info for Taut

Just like i thought. They have no options left

Sorry, I never change heading....

I agree. Whats the point being battered when you have no prospects other than inflictic paint on others and raise oil prices but when suffering even more with no income. Seems to me that Iran would want stop this ASAP, which wouod be smart thing to do

Trump spoke to putin and said that his war should end if he wants israel-iran war to end.

Looked like check mate from trump.

Iran does not look like have significant allies and might not choose to strike oil fields and try to negotiate. I dont think US nor israel woupd want prolonged conflict as well. This hopefully is not long conflict, as it would not be logical for both sides. As soon as isreal strikes missile & nuclear sites this might ve over similar to hesbolah

I expect another all time low next week. Looks like israel is going for irans oil refineries and it is cleae that iran will send misiles to gulf reageon. Not only that, wizz abudhabi routes and other to east asia might be impacted. Looks like the bad event after another and cannot catch a break. Morgan stanley predicted 130 spike in oil price if oil fields are disabled at gulf

This was wet lease, wizz dont have 737 and their pilots dont operate them. Also bagage handling is done by anotger company.

According to news post, wet lease company has takdn their plane quickly for repairs and doing investigation with baggage handling company. I dont see wizz getting involved in this incident. They will just ask wet lease company for money back for not providing service they should.

I might be wrong, but this is my opinion

Anything could happen... I think as Mark Howard says need to take current market temperature. I'd say a lot of negatives are priced in and this stock is hammered by shorters.

Wizz focused on not loosing market share and therefore spent money on wet leases & spare engines & keeping old planes for longer as well as taking as many new deliveries as they could.

Now they have 35 planes grounded instead of 70 so they were able to grow while having massive problem. All of the above have cost them a lot more when for example focusing on the key markets and not growing in capasity.

Now they said they will look at either expanding and getting more spare engines or just accepting new deliveries. All depends on market and is they will feel possitive expanding further to get more earnings.

1) Wet lease is finished with last payment to be made. 100mln saving or so.

2) FX rates look good at 1.16 euro to dollar. Previous year was up and down almost euro equaling to dollar at sime point.

3) Oil is a lot lower and they have hedgex at 66 I believe. Trump is focused on oil so he will do everything to keep it down.

4) Interest rates are falling and this will translate to higher fares at some point. Also europe started borrowing so this will also add, at the moment its been a sqeeze on real earnings.

Negatives are wars, unpredictable trump tarrifs but he always chickens out TACO....

I did buy some just before results & I dont have great average. Isa is around £16.5 and sipp is around £13. I'll try to get better average next week if SP falls. Hopefully this goes to £20 in next 5 years......

Looks like war is heating up. Oil orice could go realy high as on the news israel is threatening to strike irans oil facilities and iran would strike as well gulf region. I hope wizz has hedged enough to pass upcoming oil price spikes

Also what seems fair the the lowered target from 1720 to 1500 which is a 13% drop, but not 33% where we are now.

Fair valuation, agree with most of points raised. This airline is not going bankrupt so £8 valuations are not realistic at this point. SP should go back where it was before the fall

Oil is not climbing any higher. Looks liks Israel is obliterating Iran. All air defence is removed so at the moment is just bomb what ever you want..

I'd say Iran might ask help from russia for all the supplied drobes they did and therefore russia could finish war earlier.

MadMat

Clearly everyone looked at the future earning to give such high valuations when making loss. So does this mean that investors are not believing in wizz anymore?

Yeah, this probably comoared to another extreme of £8. I'd say this year is £16 realistic target with 200mln eaenings & pe 8.

The most recent analyst rating on stock is a Buy with a £37.50 price target.

https://www.tipranks.com/news/company-announcements/wizz-air-holdings-announces-change-in-voting-rights-structure

Forgot link https://airlineweekly.skift.com/2025/06/grounded-ambitions-can-spirit-and-wizz-soar-again/

Why write if you have nothing to say. Whats the point, after reading you realise you just wasted time

Wizz incident, not sure if this will have any affect?

https://simpleflying.com/wizz-air-boeing-737-tips-on-tail/

Agree on india routes, look at indigo. They have same P&W issues of same extent and their SP is all time high.

Today all airlines falling, not jus wizz

In transcript I read CFO saying that final payment in low double digits (mln) is left to pay. This might be shown in q1.

Bottom line for me is that CEO/CFO buys shares, they have now growing revenue and airfraft numbers, costs will slowly decrease in time, demand is still there, fuel costs are lower & economy of whole europe is slowly recovering with interest rates droping and governments start borrowing more.

This will go back at sime point to £25. Currently we have to my opinion lowest earnings we will ever have with all problems and PE of 6 which is below industry average.

Need to ignore noise and hold. Maybe it is better to park money on some AI stock but we are were we are and it would be stupid to sell at rock bottom prices