Q: Good evening - I was hoping you could provide your view on Discovery Air (DA.A-T). The stock has been hammered over the last year on falling EBITDA (negative), contract renewal overhang, and the incredibly large amount of debt in the business.
Many people are still positive on this company long-term. Wondering if you would consider taking a position in this company and if you were already a shareholder would you sell or hold.
Thanks
Many people are still positive on this company long-term. Wondering if you would consider taking a position in this company and if you were already a shareholder would you sell or hold.
Thanks