Well EX Greece has to default ,no other way around it . It's factored in for sure but it could still be a shock when it happens with potential complications . This was what had me looking for the XJO in the 5400's for some time and I thought it would've got there by now but interestingly it's inching its way to the target.
And Tylemahos sometimes the news gives you clues as where to look for longer term plays . 4 or 5 weeks ago the bad news for FTA's reached a crescendo as every man and his dog analyst was shouting from the rooftops that the FTA's were finished and it was all going to be pay for view ,Netflix,whatever flix , get it off your computer whatever . Fwiiw the FTA'S still control the space , it's where the advertisers want to get reach ,to think these guys will just lie down and let all these bad things happen to their businesses without putting up a political fight and looking at more innovative ways of utilising the strategic opportunity that they enjoy would be fanciful.
But these things take time . The SP'S have been assessed as if everything in the news is a given. Just a matter of patience now as they take the steps to turn it all around
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