Hello
So we all know every time UA management gets invited to an investor conference, the headlines are "Tilton still sees consolidation a reality". While AA management generate headlines like "AA close to fleet modernization strategy" at similar conferences.
Seems like all Glenn and crew are doing is the minimum required to run UA as they wait for the big deal. Sure they're tending to the finances (e.g. paying down BK exit financing) but is that truly for the good of UA or just helping prep UA for the big deal that Glenn says is necessary?
So if the big deal doesn't present itself for another say 3 years, are we going to see more of the same?
Just a brief intro for discussion.
So we all know every time UA management gets invited to an investor conference, the headlines are "Tilton still sees consolidation a reality". While AA management generate headlines like "AA close to fleet modernization strategy" at similar conferences.
Seems like all Glenn and crew are doing is the minimum required to run UA as they wait for the big deal. Sure they're tending to the finances (e.g. paying down BK exit financing) but is that truly for the good of UA or just helping prep UA for the big deal that Glenn says is necessary?
So if the big deal doesn't present itself for another say 3 years, are we going to see more of the same?
Just a brief intro for discussion.