Downside risk rests with the company.
The optics of industrial unrest for Little Napoleon are horrendous.
Their metrics are horrible, his achievements minimal unless one considers social discourse, excessive executive remuneration and interfering with sponsor activity some sort of corporate win.
That he spent a considerable amount of money gagging Lucinda Holdforth is telling: the planning, premeditation and ultimately execution of the grounding were as manufactured as the decline.
He is a one trick pony, but revisiting 2011 is a very high risk strategy.