Buy the rumour, sell the news I know it well but the point you missed is nobody knows how good the results will be, it was evident with Z1P that the results had surprised investors and will most likely be the case with SPT. We haven't had the spike yet which tells me mr market is cautious until it sees some solid increased growth & revenue and ofcourse updates.
In this case I believe we will see a re-rate continue post Qtrly as opposed to it getting sold down, it's too good a story and cheap compared to its peers.
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