Concession fees alongside price increases should allow margins to remain intact IMO... I'll be a bit surprised if margins come down more than a couple points.. In fact, with the an increasing weighting of airport buses and soon to be tourist buses, I think margins actually could increase next year..
What's even crazier to think about is that the could spend that $150 million in January and they would be right back up to having $70 million in the bank by June. Their cashflow is literally mind numbing.