Originally Posted by
SharpestTool
Enough on costing PS. Carl is wrong.
Prediction: Contract will reduce exposure to PS by 50% by monetizing at or near current par, depending on financial performance during the negotiation period.
Hmmmmmm...
Funny you say that because my rep assures me that PS reduction isn't being discussed by anyone. Furthermore, the company didn't even whisper a mention of it when openers were exchanged.
So if what you say is true, then my reps are going to have ALOT of explaining to do.
Reducing exposure to PS, you might want to double check your talking point. I believe we are using
At-Risk Compensation to rationalize concessions this week.