Calls
2
Phil Namara
Global Small-Mid Cap Strategy, Antipodes
Win Rate
0.0%
return
-26.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$64.67
-17.3%
Ryanair is a low-cost winner with a durable cost advantage, scale, and access to secondary European airports, which lets it negotiate low landing fees. European legacy carriers are fragmented and less sophisticated, so Ryanair can keep growing and winning in Europe.
Airlines
Long
Feb 20
$10.14
-36.4%
Volaris is a cheap Mexican low-cost carrier with multiple ways to win. It trades at about 3.5x standalone next-12-month earnings, and he sees standalone value around $10/share versus a $20-$25/share post-merger value on $2.50 pro-forma EPS at 8-10x, with downside around $7-$8 if the deal fails. The thesis rests on Mexico's structural air-travel growth, market consolidation, Viva merger synergies, Indigo Partners' aircraft procurement scale, Viva's bus-network customer funnel, and a Pratt & Whitney engine-grounding recovery that should lift the fleet from ~110 to ~150 planes by 2027.
Airlines
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Phil Namara has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: RYAAY, MEXICAN AIRLINES, VLRS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
