RE:RE:RE:Keith Hill Not sure about your timing, omicron will likely have run it's course by May. AOI is also hedged until then so I wouldn't expect much volatility. Maybe some folks who think we hedged too soon but we had to because of the bank situation.
I also think they maybe do buybacks before a divy. As an investor I wouldn't be thrilled if they wait til Q2 or Q3 for a divy but any shares they buy back before then will reward us all. So say a 50 million buyback, that's 20 million shares. Then a $.025 in Q3 by differing they'd save 2 million in divys and we know a divy will send the SP up. It will also have P/E implications.
I'd say if they buy back 10% and then implement a $.10 annual dividend you could see $2 usd per share.