What do you guys think on the likelihood that this company moves toward buybacks after this last group of Notes are wiped off the balance sheet? It would certainly increase the ownership of Icahn, using the company's cash flow instead of his own cash to buy more stock. In the process the metrics would improve and the share price would ascend to higher levels, benefiting shareholders so long as he doesn't take this thing private and keep us out of future benefits via a one time payoff.
With backlog, suspect they will be spending on capacity, but buy back certainly option. Suspect Greenbriar or others not out of the question, although probably hesitant to take on too much overhead. Who knows? good bet Carl.