morning, agree indeed, in the game of cards - this ann....

morning,

agree


indeed, in the game of cards - this ann. yesterday could be a gift from god - or the universe - or whoever runs the joint.


because the price has dropped and isn't really far above where the fuss started --

so, again with low MC and cash in the bank (still 5 mil - which surprised me nicely) and with the better targets to come -

well - in fact - it's probably a better punt this week than last

the latter could be argued of course - but, I think it's right.



Just one note --- the bar on the day before the ann. which spiked - 2 Oct bar for a spike on 4 Oct --

that smelled to me like insider info. --- or the best coincidence of the year --

so - lets assume leakage just in case ----

then -- look at the day before yesterday -------------- no such repeat -

so - our 'inside' information person has either cleared off with the proceeds and is lying on a beach somewhere sipping something paid for by their ill gotten gains - or

they are still in - and weren't spooked by the ann. yesterday --- or of course - didn't get the inside run this time.

Something to just keep an eye on.


have a great day and week

Pinto