Entirely Predictable
It's all business.
Along those lines, the Company actions are predictable.
The question is whether the Union is finally going to grow a pair. One can only hope. I fully expect and hope for arbitration. I do not want the usual suspects voting on my pay, again. I also want transparency from the Union. I don't want to find out the Union proposal was too low after ther Arbitrator renders a decision.
I think you're right about the Company timeline. It'll be as late as possible for the reasons you mentioned and more. They have nothing to lose, everything to gain.
I expect numerous plays from the past, from the Company playbook, to include an 11th-hour offer in lieu of Arbitration and a white night to ride in to save the day, all things from the past. They might even offer a sacraficial lamb, Hornebrook or the VP of Employee/Labor.
Aslo, don't forget. The Mechanics have yet to vote on their TA. I don't expect the company to give anything that can be disclosed until after the mechanics vote.
Also as an aside, don't forget. The mechanics have