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.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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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