I just hope NS can reduce the operating ratio while there’s still a chance to permanently get the operating ratio below 60. Maybe selling off previously strategic assets is next? An outright take over, though possible, would eliminate the operating ratio completely. Therefore, maybe a closure of a previously strategic asset or a sale or two will lighten the load. It is obvious management is not where they are able to make any cuts; there is not enough managers at NS as it is. That’s really who NS needs is the management, because in all honesty, how will NS get below 60 or do anything else for that matter. NS management taught me everything I know about life, they practically raised me and everyone I work with would say the same. If anyone deserves this gig, it’s then. So, that’s why NS has to be looking to unload some rail or a yard or resources to a responsible party like a short line or a responsible class 1 like Union Pacific or Canadian pacific. Maybe even csx since they have their operating ratio at 25% now, but definitely not bnsf. I heard their owner has a plan 10x as profitable as psr and will revolutionize the industry. Not sure what it’s called but rest assured it’s coming by 2024.
Good post from @11L4p44Y-1mbo.