Member Info for Taut

AI stocks are down more than others and oil price is coming down. Wizz is already negatively priced so it should immune from bitcoin and other overvalued stocks coming down

Major external factor is November finishing and xmas coming.

I'd say monthly traffic updates would also be important at the start of each month

We should not compare this to Nvidia or RollsRoyce. Wizz is heavily devalued and thats about it. It does not offer technological breakthrough and is just copy of ryanair's business with different planes/engines and financing. If wizz manages to fix all problems it should be valued at much higher price. I think SP should be double right now with shown earnings and when maybe double again in next few years.

Yeslam,

We had h1 earing operating profit of 400mln+ and cimpared to last year this is approx 100mln higher.

Does this not translate to 100mln more in profit this year? Say around 250/300mln? Also if 2027 is looking even better why not use 7.5PE and this translates to £22 price. I dont understand shorts, what do they have going for them?

Yeslam,

Whats your current full year guidance for 2026 knowing H1 result?

The way I see it is:

1) Recent 3 months steady decline was unnecessary as results proved wizz is not going out of business and are well profitable.

2) Engine issues is slowly decreasing with expected only 25 or so planes grounded next year

3) Need to remember this is October/ November time and in previous years SP was lowest.

4) Debt decreasing and cash flow is high.

I am expecting steady rise over the next 2/3 months and beyond. I'd say should be going to 1400 and past in next few months.

I think everyone somewhat was afraid of bad results as it was so uncertain predictions and recent downgrades which kept pulling SP down. I'd say this H1 reports looks upbeat and looking for the next and other results expectation is going to be much higher. Also I think with this results we are slowing moving out of n the woods and the worst is over with current issues.

Any thoughts? Anyone has concerns that future results might be worst compared to last year???

I change my predictuon to £14 before xmas

Kpa,

Could be anything, could be 7... this sucker not loved by investors and I can see why...

One of the worst performing SP this year. And ceo was talking up the turnaround year...

SP was performing like company is going bankrupt so if it is not going bankrupt it should recover somewhat

Looking at the market I'd say event with ok/ good results SP might still fall and then should recover if results are not terrible. Hopefully will get some guidance...

Not a big problem, they can salvage engines and stick them on other grounded plane :)

Whats tge point of new broker targets when you have results in few days? Unless they got insider info these targets are useless, am I right?

Nor 700 nor 1580

Sapi,

They dont have war mext to them and ryanair with others as competition? Say indigo is same ...

Total bloodbath, next Thursday will be interesting. It could go both ways.

Seems so distant £14.5 valuation just few months ago from same Q1 results. Nothing changed since Q1 apart from shorts going up?

Garydav

Agree. Hopefully they will give guidance not just for 2026 but also some guidance on 2027.

Are we confident 2027 wont be as bad as 2026? Hopefully half way through groundings issue?

I agree with current SP. It depends alot on the results. At the moment expectation for 2026 is 0 earnings and they will need approx 300mln or so in H1 results to achieve this.

Not sure when market starts looking at 2027 2028 and so on. If results are bad it might continue sinking and if financials are looking bad ryanair is going to rise while wizz falls even on decent fares outlook.

At the moment good fares outlook and good traffic numbers where completly ignored and SP continue down.

I would expect sudden movement in SP on 13th November it might be similar to Q1. On the day it was down 10% and at the end of the day price came back up

Yeslam,

When do you think worst is over? Is next year looking worse or better?

They will get grounded planes back to air with getting additional spare engines and striping engines of newly delivered planes. Question is: will airlaine remain profitable with this?

Garydav2

I'm with you, i dont get the logic of recent SP movement down. What has changed to the negative side in the last few days?

For me RYA resupts reasured of positive fares and earning which shouod be now somewhat expected from wizz. So absolutely no logic in SP especially after OK October traffic and not significant issue of middle east closure.

Shorts looks like increased, wtf is going on??? Anyone can explain?