Originally Posted by
slowplay
I've seen this posted several times. The earnings will not be a huge surprise. 1/3 of this quarters numbers are already in and public. Even if Delta makes 10% more than forecast, it's still a big number. All the brokerage houses have forecasts and there's a consensus number out there.
Would a 10, 20 or 30% change up or down really mean anything different to us in how we vote?
Fair enough. Maybe there isn't any smoke coming from the fact that voting will close just ahead of the next quarterly report.
But, when you combine RA's urgency to get this TA put to bed along with the fact that he hopes to do so before the next quarterly report, that certainly smells fishy to me.
What does he know that we don't?? More importantly...
Can that urgency be used as future leverage if the TA gets voted down??
Disclaimer: I trust RA and mgmt just as far as I can throw a 747.
How about you?