Originally Posted by
Sink r8
What's kind of noteworthy in the webcast is how much Bastian is selling labor peace, and our "relationship". I hope he sells it well, because he's going to need to pay higher delivery fees soon. "There are no open contracts" he says. For a fee, that might remain true.
Yes, that was interesting. I think this mgmt. team wants to be able to quantify the costs going forward, places a high value on that, and our contract is no exception. I would expect the company to exchange early openers in order to keep the Wall St. surprises to a minimum. This enterprise is has too much cash flow and too much importance to too many parties for it to all come to a grinding halt for a contract battle with the people who make this all happen.
SWA did this several times over the years, and Wall St. loved it.