maybe we should be careful what we ask for
Bernstein's Josh Stirling says investors may want to brace themselves for a headline announcing the termination of the deal to sell an 80% stake in ILFC. Would it be such a bad thing? At least one comparable - Aircastle Limited (AYR) - has rallied 40% since the deal to sell ILFC was inked. Perhaps ILFC would command more than a $5.2B valuation today.
Maybe we can get a better deal even through an IPO? Cheers