National Express, Wetherspoons, Kier Group, John Wood Group.
The share price of Drax has rocketed since the sharp fall from last year. I don't know if there's any other power generation companies that may be worth looking at now.
They are the only UK airline identified by the CAA to have refunded all of their customers money during the pandemic without significant delay, and indeed are one of the only UK airlines with the means and reserve funds to actually refund all customers without dipping into other customer deposits like other airlines have been doing. That alone has generated a huge amount of good faith for customers and potential customers - I'm willing to bet the reason Jet2 sticks out to you is because you've seen or heard people talking about how well they've been treated by them, customer service wise.
They are the only airline that chose to postpone any operation until the 23rd of June, the date at which the government said flying was "definitely" ok. They're genuinely out to create a good experience for the customer, to the extent of them rather losing a month or two of revenue if it meant not risking having to cancel peoples holidays on extremely short notice. And people remember that sort of thing, I think they have earned a LOT of customer loyalty from the way they have handled things, in contrast to other airlines. Can you imagine any other airline that actually puts the customer first as a legitimate business model? BA tries to, but for what they charge it's mostly a facade.
On top of that they're just an airline with huge potential, running parallel but separate airline and package holiday businesses means there's built in risk aversion, plus plenty of opportunity to upsell.
They also own all their own planes - throughout the pandemic they have been able to sit and happily pay ground fees and basically not much else, whereas everyone else owes banks a fuckload of money for wet and dry lease planes on top of that. If they didn't already have money in the coffers they have more than three billion in assets. They also used to be Dart Group which included the haulage firm Fowler Welch, but the sale of that has basically paid for the losses incurred in the pandemic.
All in all they're an airline that bends over backwards to be a Nice Experience, and the contrast between that and being herded onto a Ryanair I think is something that passengers notice.
I'm not saying Jet2 stock will make you a millionaire anytime soon, but I don't see how it's not going to go up once they've got passengers again.
