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Captain, do you onow how long capisity is going to be reduced for due to other than P&W issues?

Stille: September we had 6.91mln passengers and tgis month was about 9% drop due to Yeslam explained post

Like i wrote in previous post 10% reduction in passenger numbers compared to september. It was actually 9% drop. Not too bad but will see how this affects SP today

I hope loading factor is still similar to what we are used to see. Capasity and passenger numbers expected I guess to be down 10% month on month? And anyone knows when these planes in dubai going back to service?

Runner, when do you expect £22?

For september results I'd say 10% drop on seats and passengers. SP might reach £10 and when shorts start closing. Before November results SP to recover to 1350 or so and with results of lower revenue and higher costs it will probably come down again to £10 and hopeffuly from that point it will rise with small upgrades saying worst is over & brighter future ahead...

To my opinion and for clarity these major changes like grounded 12 extra plabes should be in RNS when it happens. Now shorters most likely learn this with their insiders (most likely) compared to us blind investors.

Compared to historic sp movements there is extremely low confidence in getting these aircraft up in the air. I dont think investors believe even this 2year period?

Also why now 50 on the ground? During 2025 results wizz said 37 on the ground and looking to reduce tgat numver to 34 or so

I'd say shorters are waiting at least in short term till Thursday for trading update.

Next trading update might be worse in years due to dubai shift.

This update night also give some indications on the H1 earnings especually if it is bad one. I doubt wizz profitability this year. On the other hand, wizz was bot making money during covid so why sp was less impacted when?

Yeslam,

I think sitting on risky share for another 3-4 years and expecting 20% return is not enouth reward comoared to index where you can get 12% with way less risk

I think alot of us are in similar situation, we tried to average down and share is still dropping.

Yeah, but airlines are mist vulberable. Macdonalds will continue working but it wont be safe for panes to fly. I think this is why russia now going for european airports with cyber attacks and drones

What i am really fearing is another war with russia. Say poland get involved and close airspace, after heavily increased capasity in poland. It could be another senario similar to ukraine.

This blow could be massive for wizz

If all these numbers are clear, why wizz not giving guidance?

It moght go to 1400 before results but my point is that it most likely will also go down to £11 or lower in the 2026 year.

1) Changes to flights and trying to optimise new routes due to dubay exit.

2) Lower winter fares pricing (easyjet and ryanair are falling now due to this)

3) And P&W related costs

Last year revenue to earnings roughly 5% and this is whin as a rasor blade. So any worsening in feares can remove that 5% margin easily

I wont be happy with £13. What stops management to say again next year 'we need another 2years for the turnaround'? There is no evidence of things getting better and also next year they might come up woth other 'unexpected costs'. Basically I see this share is with no earnings for this year and still no clear timeline of grounded aircraft coming to service on top of that there is increasing geopolitics. Varandi said about the deal with P&W to return aircraft more quickly, how P& W sign deal with wizz and give worse conditions to other airlines? There will be law siots, they should have negotiated better deal before ordering new engines from same company and not after...

Another short increase, great :D

They might have messed up with their drastic change to cancel dubay and go for europe during summer period and therefore not earning money when they had to it will mess up earnings for the whole year. They should have delayed this change until autum. We will see next week in september trading update if they still managed to keep capsity and passenger numbers.

I dont think wizz are going to be profitable this year and because of this most likely it will sink lower as well as geopolits most likely will get worse before it gets better. Should have put my money on AI by now, most likely will wait for short term bounce in this share and when distribute accross AI. We just keep getting bad news :D

Never planned to hold wizz for so long. Was planning to hold them till 2025 summer but their surprise with not giving guidance and another time extension for grounded aircraft really f*cked things up. They should have said how it is and not sugar coat everything.

Because they are loosing trust with investors it wont be a simple bottom and go up. It will be up and down and extremely volotile

Is there any explanation for downgrading, any text?