transcript
show notes
An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings.
Follow the Hosts:
Gordon Smith – LinkedIn
Jay Shabat – LinkedIn
Meghna Maharishi - LinkedIn
Connect with Airline Weekly
LinkedIn: https://www.linkedin.com/company/airline-weekly/
X: https://x.com/Airline_Weekly/
Facebook: https://www.facebook.com/airlineweekly/
Instagram: https://www.instagram.com/skiftnews/
WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/
Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
00:00 Welcome and Agenda
00:41 Earnings Season Setup
01:26 Castlelake Bids for EasyJet
04:21 What a Takeover Means
05:52 EasyJet Value and Assets
08:31 EU Ownership Rules
09:44 Who Could Be Next
10:46 Wizz Air and Finnair
19:37 More Targets Aegean to Condor
28:42 Jet2 and Package Holidays
32:33 Break and Listener Notes
33:08 Delta Q2 Preview
33:50 Industry Trends Demand Costs
39:21 Delta Margin and Fuel Outlook
41:20 Wrap Up and Next Dates
