Originally Posted by
holiday
And you don’t think they have the capability to amend the agreement and add a third company into the mix if the numbers work?
They could, either amend to a three-way (complicated and risky), or tack on B6 as soon as SOC is achieved. SOC is kind of the hump, after which they have the freedom of action to get everything structured per their vision, and eliminate duplicate overhead.
But their DNA is very risk-averse. The current leaders are objectively more aggressive and innovative than in the past but that doesn't quite put them in the Doug Parker league, at least by my estimate.
Originally Posted by
holiday
The Trump administration may be the best opportunity they have for a long time.
That's true enough. Essentially a slam dunk.
So maybe SOC in two-ish years, and then seize the opportunity?