Member Info for Taut

Just stupid, falling on yhe good news. Must be shorters speculation, wish I bought at this price but you can never find the bottom

This is called beating while its down. Bottom is near...

I'd buy now if I had extra cash...

It is a bargain. Fares a holding fine, profitable and soon to be more profitable when planes return.

Ryanairs result should be doing really well to wizz SP. It has got to be shorters manipulating 100%

Ibwould rather look at wizz ratings alighned to ryanairs recent airning and outlook on fares ratger than downgradings on wizz which were based on no numbers and only sentiments

There is alot of october/nevember mood here. Look at all previous years at this time it was always down.

Need to ignore this and be positive when everyone is negative.

Happy with ryanair posting good earnings, this means wizz shoupd be doing well and there will be no talks of going out of business...

If fares are positive thats all we need to pull us out. Temporary issues will get solved in time. I am positive at least today :D not selling, no way at the moment

No October update today?

O leary on bloomverg 6:40 today was very positive on fares

Captain,

That was a turnaround year by Varandi what you listed in chronological sequence :D i remember then I was avereging as I thought turnaround is round the corner and it cannot only get any worse. Can never take ceo words for granted because he has agenda, but in the long run it did not help SP, valuations eventually come around.

John/ Pogo

Another rule:

You have to be most optimistic when everone is pesimistic and most critical and everyone is optimistic

Pogo,

Is world ending? What has changed with wizz since q1 results. No really bad news, no recession.

It is no worse or better than other major european airlines. Just engine issue which will be solved at some point and it is priced in or close to being priced in. Varandi wont want to loose millions without returns

Captain,

Still got to distribute and another problem is wizz and airlines in general can go bankrupt and I'd rather get smaller but more secure returns with index funds when either get all or loose all.

Robbren,

I dont like loosing money and i dont like selling low. Just learning a lesson not to be too exposed to single stock. Not to take for granted ceo words.

Basically i put my money in wizz expecting good Q1 results and was planning transfer to AI stocks. This collapsed and AI went up so worked out in different directions. Need to replan and distribute when it is better time as I am sick of looking at SP everyday, it is just a waist of time.

I was expecting a bit of the bump up in SP before results, but it continious drag down. Looks like will have to sit through them as lots of negativity priced in and no positives.

In terms of operating profit 2025 q1 looks alot worse compared to 2024q1 so H1 results wont be any better than 2024 H1 results. With pe of 7 they need 160mln to earn this year. Its wont be easy to achieve this

D9Ber1 need alot of patience :D

Captain,

Are you sure about 20 - 25% i think it is more high single digits if any...

Dont believe ryanair are not going to grow as they have orders as well.

You can spin positive story from anything but need to be more realistic. Say i could say they are in talks with airbus to delay deliveries because they expect grounded aircraft to return and so on.... and dont need to grow too fast etc...

Knowone knows if they are delaying to get investment grading or they are in financially bad situation.

They always prioritised growth over cost so it is again abit of forced and drastic decision.

Wizz had to go with ghe same manucaturer cause they are in the corner to get and agree on broken ones fixed.

Wizz are delaying aircraft deliveries not ryanair.

And ryanair dont have to deal with sh*ty engines ehich are not checked by time and servise.

Buying cat in the bag and taking all future responsibilities if they dont work

Captain,

Ryanair are not postponing aircraft deliveries and there is no talk about ryanair going out of business.

Captain,

You see more and more news like this woth ryanair moving to poland:

https://visitukraine.today/blog/7146/ryanair-winter-schedule-new-flights-from-wroclaw-to-italy-spain-and-the-uk#new-destinations-this-winter