Originally Posted by
krudawg
Hmm, lets see now, UAL sitting on a pile of cash and making money like their printing it. I Can't possibly understand why a couple of Hedge Funds would be interested in stuffing the board with their people. I smell a rat alla Marvin Davis, Conniston Partners etc. Gordo needs to put his pajama's and slippers on and stay the h-double L hockey sticks away.
UAL is underperforming financially. Our 2015 operating margins trailed SWA, DAL, and AA. The gap with DAL (and SWA) is enormous. While the operating margin gap with AA is smaller, it is inexcusable given where they are in the merger process. Which company will be the first on its knees when industry conditions go in the toilet again? Our profits have far too much to do with low fuel prices. We aren't printing money.
I agree that we should be concerned about the intentions here. Unfortunately, industry laggards get unwanted attention like the hunted weak animal at the back of the herd.