RE:RE:2018 Breakout YearThe airline industry is very reluctant to standardize on a monopoly supplier. There are undoubtedly moves to constrain their revenue growth through the standards committees. Not having any industry insiders chiming in, this is just me projecting what I know/saw from the railway industry.
Secondly, value investors have priced this correctly. There is zero price momentum and slow revenue and profit growth. Until there are substantial surprises nothing much will be happening. It's a slow grind.
Long and very patient holder.