Originally Posted by
RJDriver900
So with how quickly everything has happened with our newest investor what's everyones thoughts of how this plays out? Does this changes anyones plans of who was yes I'm staying to now considering bailing?
I'm coming up on 3 years and wanted to retire here after getting hired. This place works well for my family. I'm 50/50 now, finding it hard to make a decision with so many unknowns and viariables (Insert larry david meme). I definitely want to see what is said during the investor presentation in May and hope for some more clarity. Still, even if they paint a pretty future for us its no guarantee of whats to come.
Originally Posted by
Flyby1206
Capping Icahn’s involvement to 15% is really huge to me. Yes he’s going to be a big thorn in the side of the company, but we won’t be seeing TWA-like results.
ultimately I think he will package us for a merger with another carrier. A lot of our value lies in the BOS/JFK/FLL hub and there will likely be several interested parties. This is something our mgmt team likely resisted over the years out of self-preservation, but it will bring a good payday for Icahn.
I’d stay put for now and see how this plays out. If we start selling off chunks of assets then we can get concerned, but I feel like that’s not very likely now.
I agree TWA like results seems less likely, and that some kind of merger prep is a possibility. I'm assuming we would also need a new administration, absolutely no overlap or chance of anti-competition arguments, or some kind of plea that if not allowed we'll disappear and thats not good for anyone.