Q: Hello,
IMO the strike/lockout seems to be priced in and news about deadlines seem to be noise rather than anything substantive.
Given the potential impact of this on Canada business, in your opinion what are the critical incidents that would trigger a decline or spike - duration of either strike/lockout, back to work legislation. There really is no other viable alternative to rail so the country is over a barrel.
Thank you
IMO the strike/lockout seems to be priced in and news about deadlines seem to be noise rather than anything substantive.
Given the potential impact of this on Canada business, in your opinion what are the critical incidents that would trigger a decline or spike - duration of either strike/lockout, back to work legislation. There really is no other viable alternative to rail so the country is over a barrel.
Thank you
5i Research Answer:
We are not sure there will be any 'critical incidents'. Rather there will be lots of jaw-boning...