European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Apollo/EasyJet: A Higher Bid, a Stronger Proposal

Castlelake/EasyJet: Final Approach at 650p?

Castlelake/EasyJet: Valuation Bridged, Execution Remains

Event-Driven

<ul>
<li>The RNS confirms agreement in principle on the key financial terms of a recommended 690p/share cash offer and extends Castlelake's Rule 2.6 deadline to 3 August 2026.</li>
<li>The proposal remains subject to due diligence, definitive documentation and agreement of the partial unlisted share alternative. The 690p consideration is explicitly stated on a cum-dividend basis.</li>
<li>EasyJet shares have risen to 613.8p, narrowing the spread to 12.4%. We maintain our 690p target price and continue to view execution, rather than valuation, as the principal remaining risk.</li>
</ul>


The RNS confirms agreement in principle on the key financial terms of a recommended 690p/share cash offer and extends Castlelake's Rule 2.6 deadline to 3 August 2026.
The proposal remains subject to due diligence, definitive documentation and agreement of the partial unlisted share alternative. The 690p consideration is explicitly stated on a cum-dividend basis.
EasyJet shares have risen to 613.8p, narrowing the spread to 12.4%. We maintain our 690p target price and continue to view execution, rather than valuation, as the principal remaining risk.


Castlelake/EasyJet: RNS Confirms New 3 August Deadline

easyJet

Castlelake/EasyJet: RNS Confirms New 3 August Deadline