Jacob Kakanas
speaker
73 appearances
1 recordings
1 series
first heard May 2026
last heard 26 May
Jacob Kakanas’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
We've got Virgin that sits at a really good value proposition for its price.
And then we've got Jetstar, which is typically the leisure travel low cost option.
So within that brand stratification, there is a lot of option for consumers.
And
For us, when we look at the industry in terms of analysts, are the companies earning their requisite return on their capital?
It's a very capital intensive industry.
And the answer for that right now is yes, they're earning good returns on capital.
They're able to adapt to the industry conditions that we both agree are volatile from time to time.
And the best part about all of that is still that the consumer can get good value either by purchasing airfares or on the loyalty schemes as well.
It's given me a lot of gray hair, Sean.
It's a lot to keep up with.
I think the interesting dynamic down here, like I referenced earlier, the tyranny of distance makes the aviation industry particularly relevant to Australia and its health, but also the international competitive dynamics are really relevant.
So yes, always something in the news flow to follow along with.
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