Ann: Becoming a substantial holder, page-9

I expect that shorter are hoping that the result will not be as good as predictions/expectations, and so will "disappoint" and the sp will then fall - this has been a good strategy for a number of stocks.
But consider the predictions/expectations for S32.
About 4 brokers have S32 at current sp on a P/E of 5 or so and a div yield (at 40% payout ratio) of about 8%FF, and a target sp of about $6+.
What we have had in the last few months is that very few investors have believed this, very few have believed that S32 could do so well.
So my expectation is that:
a. if S32 meets expectations, there will be an "OMG - the analysts were right" , and sp of $6+ looks achieveable
b. if S32 does not meet expectations, there will be an "I didn't think it could - let's reassess rationally - oh! it really is very well placed and delivering well - probably worth a P/E of 8 ish " and the sp will strengthen
Either way good.
Let's see how my thoughts fare!