RE: Tables have turned??1 Dec 2021 13:35
Wow, tick up for my mate hives on his analysis...a failure to meet rev target is now priced in, and if/when they announce target is on track the sp will take off.
I understand the caution here, but just like the omicron variant (anagram of moronic) nobody knows...NOBODY, not even shakey with his shakey assumptions.
So like my mate hives points out, this is now a binary bet, a bet on whether every development this year, ie all the new partnerships, have actually created a rise in income. It did last year, when they announced they had beaten market expectations.
Could it be that JD has changed his strategy from over hype and falling short, to underplay and over deliver? We will see soon.
But one thing`s for sure, if they fall short this year it will be hammered by the market.
Somehow I think he has learned his lesson(s) from the past and won`t be repeating them.
Not long to go peeps, place your bets!