The earnings call was really good. Lots of positive news. Growth in 2018 is >20%, that is huge. “Slowing” to 10% in 2019 is still massive growth. They really don’t know what they will be doing after 2021, they weren’t specific. Only that the hub/spoke model doesn’t work for them due to lack of available slots and gate spaces. They will probably try to do smaller orders via leases in the future, they don’t plan to stop growing. Still a very healthly margin, around 16%.

Per earnings call they are looking for work rule enhancements to help in recoverability during irrops.