

North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show
Nov 29, 2024
This week, Michael Fahy, an airline industry expert, dives into the recovery of Jet2 and EasyJet as travel demand surges post-pandemic, discussing their reputation and performance challenges. Alex Hamer, a commodities specialist, tackles the North Sea's shifting landscape, examining new tax clarity and operational hurdles amid the energy transition. The conversation also covers the innovative digital voting changes at AJ Bell, highlighting the importance of shareholder democracy and how it shapes investor engagement for the future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Low-Cost Airlines: Adapting Through Challenges
02:09 • 7min
IAG's Resilience and Operational Challenges in the Airline Industry
09:23 • 2min
Challenges in Aviation and Energy Sectors
11:30 • 11min
Navigating North Sea Electrification and Energy Production Trade-offs
22:51 • 4min
Streamlining Shareholder Voting
27:16 • 6min