The TA discussion was pointless and not anything new. He does acknowledge the sick leave "abuse" is only by a small group they don't have the ability to target. I still think if it's within the letter of the contract, you can't call it "abuse." The profit sharing change was what others employees wanted, there was no need or reason to change profit sharing given.
The best part of the presentation by far was the network planning portion and definitely a must see. It affirms their industrial transition plan and gives incite into the business plan in the coming years. Leveraging and creating more JV and equity partnerships. A South American hub is coming. Mexico City and Shanghai will be key to business expansion in the next year or two.