RE:RE:So far no divvyDeltaVega wrote: ERTguy Are you at conference?
ERTguy wrote: However the NPV on the new rewards program and the leverage reduction target more than makes up for it. cheers
No I couldn't attend unfortunately. I'm just going by the PR which to me looks fantastic. Their leverage reduction to 1.2 at the end of 2020 is a god damn jaw dropper. Let's not forget our net enterprise value increases by $2 billion once the loyalty program is in place. The market seems a little slow on the uptake this morning since everyone was so focused on the divvy including myself, but all and all I am very impressed and look at real time trading as I type this the market is impressed as well. Cheers