Ok - thanks. I will ask one of the PBs tomorrow on where they see the current short interest.
Just FYI - markit provides short interest data for HK stocks (you have to subscribe separately in Bloomberg to get it) but generally it is not as good as directly from the PBs (although getting it from the PBs is not that easy).
I agree with a lot of what you say and as mentioned I think a lot of my short thesis is no longer valid (hype, over valuation, over owned <- don't think these are relevant now).
Yes agreed that it is not a concept stock, but I think it is fair to say the revenue model is not yet proven. And as we know monetisation is always very hard - just look at Amazon or JD.com and these are superstars.
I hope it rallies for the longs. I think it will depend on execution from here. And execution is a lot harder than the initial hype.
Good luck and I have enjoyed debating with you guys (including JL and TDA!).
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