Member Info for YesIam

Why would the majority sell it for 15? This share was almost 15 before the Iran war. At that time the F26 guidance was something like +/- 25 mio if I remember well and around 35 aircraft grounded for the engine shop visits. These KPI’s only improved since then.For some swing traders who got in at these price levels that would be a nice return for sure. But for the majority of shares? Nah

*buy

So you were stupid enough to by at 10 plus. That's says it all.

Goldfinger77 Member since Mar 2026 - "Who was stupid enough to buy at 10 plus ..... some here never learn."

:) :) :) :) You became so clever after the war started. That's not a huge achievement buddy.

Wizz using this situation to gain market not profit. All airlines are cutting back on capacity. In April WIZZ had +23% YoY. For H1 the plan is +28% Yoy. In the last 2-3 weeks WIZZ took over 5 new and released 3 grounded aircraft. Who else does this in Europe? Ryanair would maybe but their MAX8 order is filled, and MAX10 is not yet certified afaik. EZY can't grow. LHA, AFKLM can grow only by acquisition.

Here is they key sentence from their last press release: "To maintain this booking momentum and protect load factors amid geopolitical uncertainties, we have strategically utilized promotional fares to stimulate demand during H1 F27." Which means the demand is there and they are willing to sacrifice RASK(and net results of course) in order to fill the aircraft and gain market. With 2,1 bio in cash they are well positioned to do that. Be prepared that they won't give us F27 guidance or if so that won't be too optimistic. But if you look at a longer horizon WIZZ is not badly positioned to be one of the winners in Europe. Short squeeze and relief rally is one thing but being one of the main players in europe will give a structural strength to this share.

Analysts giving price targets of 400-500p are simply looking at the next 6 months and speculating on prolonged middle east conflict and real disruption in fuel supplies. Which can happen of course creating a covid like selloff in the industry but if it does not happen the same analyst will increase the price target in a blink. So without reasonable argument this means nothing. They looked at WIZZ as a growth story few years ago pushing the SP up to 5500p making poor davidkov to buy in.

Healthy balance sheet, 75% NEO aircraft, strong OEM orderbook, less and less grounded aircraft. Wait until the same analysts will see WIZZ as a growth story again.

Interesting to see their cash position. The balance was 2bio EUR at the end of Q3 and after repaying the remaining 500m bond in January, by end of Q4 the cash is back at 2.1 bio. That's a strong liquidity. WE shall see lower leverage ratio for F26.

They should massively troll Oleary as he does with WIZZ. RYR Buzz is not paying its Budapest based crew for whatever reason. All WIZZ platforms including FB, Linkedin, IG should be full of this.

Https://centreforaviation.com/analysis/video/airline-leader-interview-wizz-air-ceo-jozsef-varadi-2378

Great post John, well done.

I keep saying, strong summer. And Wizz will be one of the winners in Europe. The road will be bumpy, I am not saying the war is over or it can't be worse. What I am saying is that air travel will not disappear in Europe and Wizz is far for being the most vulnerable one. Wizz shares were beaten down more than it's peers by pure manipulation. That's it. It has nothing to do with the fundamentals. People were panicking about news on low fuel hedging which were based on completely wrong assumptions and scrap reports made by reuters using scrap data from JPM. I posted about this in March.

The facts are: Wizz is 70% hedged for the next 10 months. For summer should be even more. Summer capacity is 17% over F26. They have 1,5-2 bEUR in cash. Most of the debt is long term lease obligation. Pogo who has all his money in ITV shares is here 24/7 and Johnbri became a holder after spreading his nonsense here for months. If this is not the buy signal of the century I don't know what is it. hehehehe

D9Ber1 these aircraft were parked for 2 years but it does not mean anything. They might not even flying with their original engines. An incoming engine could end up on another aircraft for operation reasons. The only reliable source would be to track the actual engines not the aircraft they were removed from. So the best guess is still what the airline is communicating which is 2028 at the moment. Don't forget that they are purchasing several spare engines as well so actually the total fleet can be operational before all engines are inspected.

After few months silence on the GTF topic, Wizz released two aircraft back to service in the last few days and a third one will be back in service within days. If the situation was that bad forcing airlines to cut back on capacity and cancel routes, why would they do that? Their delivery plan for F26 was 43 aircraft and all of these were taken over by March 31st. The re-delivery plan was 18 aircraft in total vs 12 actual returns (plus few more withdrawn from service already). All ex-abu dhabi aircraft are flying. So 31 (30 soon) aircraft are grounded because of the GTF issue. One XLR is still in PRG after the tail strike. One more NEO is parked in FCO for unknown reasons. But still the current capacity seems to be equal or actually slightly higher than what they've planned before the Iran war. And yet they are still releasing aircraft from storage.

I am asking our fearmonger masterminds here. Why? Oh, you got no clue.

* I mean Budapest-Catania.

Summer will be strong in Europe. I am saying this since the war began. JET shortage could hit Europe in August but a lot can happen before that. People who planned trips to ME, North Africa, or Asia are now staying in Europe for holidays. Italy, Greece , Spain are among the winners. And airlines serving these markets. Budapest- Palermo for 2 adults plus 2 kids with checked baggage is over 1000 EUR in July. Bankruptcy by the end of the year? I don’t think so.

And still. SP is driven by what O’Leary said about WIZZ and not what Váradi said about WIZZ. This should ring a bell among panic sellers. Anyway I picked up some more at 855.

Just reading what Varadi said on the CAPA summit. It is even better, they 70% hedged for the next 10 months.This is good news. I was not completely wrong.

Also read further than the headlines. "Lufthansa cancels 20000 flights to save on fuel". Headline suggest major shortage of JET fuel. Actually they remove some loss making Cityline flights from the schedule and this was planned already before the war due to high cost and labor disputes. I am not saying there are no issues in Europe but headlines depicting that Europe has only 6 weeks of JET fuel are complete nonsense. Check the facts as much as you can.

Actually the 55% hedging was reported for entire F27 and Q4 F26 was at 83%. (as of Jan 22 2026). So Q1 F27 is more likely hedged above 70% and Q2 F27 over 60%. H2F27 must be the lower hedged period.

Wizz was 55% hedged for 2026 in January. I really hope that they've hedged more before the war.

With volume of 2-3 mio shares per day shorts can be closed without real squeeze. Unfortunately. Hope I am wrong though.