JETS
3 tracked calls · 0 long · 3 short · last 90d: 0L/1S
first called by Jordi Visser 4mo ago
SHORT2mo ago
“The airlines would be the number one risk. … air travel has slowed substantially.”Jordi Visser
Airlines are the number-one risk as oil/inflation spike hits demand; air travel already slowing.
JETSSHORT@ $26.36
$30.88-17.12%
since call May 3
SHORT3mo ago
“over the past few years, airlines have stopped hedging their jet fuel... So none of them are hedged going into this.”Forward Guidance · Felix Jauvin
US airlines dropped fuel hedging just as oil spiked, so unhedged carriers eat the full cost shock and earnings sink.
JETSSHORT@ $25.39
$30.88-21.59%
since call Apr 3
SHORT4mo ago
“there's absolutely no way that the airlines are not going to be impacted in a major way from what's going on … right now we're up at $167”Jordi Visser
A doubling of unhedged jet fuel compresses margins across the whole airline group, not just Delta.
JETSSHORT@ $24.49
$30.88-26.10%
since call Mar 22