I don’t see any need for this email if it was standard furlough mitigation discussions. I would expect the NC/MEC to be in discussions with the company as this covid thing develops, and wouldn’t expect an email telling me they met to discuss it. Something about this strikes me as odd, and I got this little nagging feeling there’s something up. But M&A doesn’t make a whole lot of sense right now. Who the eff knows. Hopefully more info soon. Just seems too early to be May 1st and onward furlough discussions, especially with payroll support possibly coming soon, as well as vax rollout beginning soon. May is a very long way away in that sense. Agreeing to even discuss concessions now when summer 2021 bookings could go way up because of the vaccine, or additional PSP funds, seems odd. But I’ll wait and see I guess.

Or, it could be an effort to posture the government for getting CARES2 over the line (kind of like what I think the SWA situation with their WARNs is, likely in addition to seeking concessions).