Dixon has to go and probably will go today.
When Dixon left, he would have had a perfect snapshot of the Qantas management accounts, as would Gregg.
It would be a relatively simple matter for either of them to update them continuously because they know exactly how the reported metrics relate to the underlying management accounts.
They would therefore have a much better and more accurate understanding of the actual value in Qantas than any share market analyst could possibly have.
It is quite obvious what has triggered their move - the Emirates tie up. Timmy will suck the life out of Qantas instead of Dixon Gregg and Carnegie.
My guess that the current noise may be more about ramping up the share price so that they can make a profit when they sell out.