Correct-this'play' is in the first instance only about fundementals..once market is informed as to what is in the 'box' and how value can be created from it and in what time scale-- then TA and macro impacts can more readily 'priced'
this 'play' is an has always been a bet on ME -that's the Alpha and Omega of C@'s trajectory [or crash and burn]..simply said but the devil is always in the detail!! apologies for the
linked cliches..bottom line enjoy the ride and hope for a major re-rating in coming months... pip pip
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Correct-this'play' is in the first instance only about...
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