Roadshow
“A salesman walks into a conference room with all his props. First line out of his mouth “I’m not trying to sell you anything”…
I guess if you repeat it enough it must be true.
Explaining RSV
-use of words “May” “We think” “Should” very popular
-When questioned about company fixing the “issues” and add pay that they are selling dries up, not much to say
-But until then,don’t worry because those that want early trips/SC/FSB will take them voluntarily and nobody “should” be forced into it.
Economic Forcast
-when explaining RJ scope give or anything else that it works for everything is going to go great indefinitely
-when explaining 9.5 percent only-we are screwed economically. We are Doomed. Be glad we got THIS!!!
-My head was spun at least 40 times today
Me Too clause
-we get snap up AND RJ scope 🤦♂️
General Notes
-not a confident sales team that’s “totally not trying to sell us anything”
all look pretty ragged and not a confident bunch I want in charge
-lots of snarky”I don’t know why people would understand it that way”
-Mike who seems extremely unimpressive spoke straight forward about going back to table with a No. could be 2 weeks or 2 years. Somehow we are doomed if we wait, but set up perfectly in 2 years for our next contract. Another 2 way look depending on what we are talking about.
He said to the end of voting before Earnings “ we know the profits will be huge. Probably same 3rd quarter too. No clue after that”
My only positive takeaway initially was ANF. But in his description (Brad, I think) changed it from a positive to a negative when he explained on a 2 day instead of the quick turn around , I would be in hotel longer. And getting home later. No thanks. I’ll take it mid 4 day, but not end of a trip to make it longer.
I went further towards NO today. I’ve looked at the info, and did a road show. I’ll pass