RE: FIFA 20 - More than a shirt.....7 Nov 2019 22:42
I was just wondering because of bringing up the Fortnite thing, whether you had turned `deramp` or not.
I think the deramp gang mostly have their entry price now and today was the first sign of that.
All of those who were not impressed with the H1 numbers and sold out for that specific reason, have already sold.
All of those who were not impressed with James selling less than 4% of his holding and sold out for that specific reason, have already sold...and in both cases some will have already bought back in lower because of the compelling case for which they bought in in the first place, therefore reducing their risk.
So now is probably a bit too late to join the deramp party, that ship has already sailed, and in my honest opinion (for what its worth) I think that the sp has now seen the bottom of the recent fall associated with those issues mentioned above.
James`s sell was puny in relative terms of his overall holding, plus he can`t sell anymore for 12 months, and the H1 figures were fully explained in the results as a vital testing program.
Focus now moves on the H2 (Q4) revenue numbers, and the doubters must be watching, reading, and listening to how confident James is with some bemusement...surely he can`t be setting himself, and the team, up in a way that would have them looking like bigger plonkers than Rodney!
So the revenue must be coming in...at a decent pace, therefore the `watchlisters` could now think that it must be time to buy at this low price for FOMO reasons.
That`s my theory anyway.