RE: Sharp fall today4 Jan 2021 21:42
NRL/Cars, so difficult to know what’s already priced in. You can be sure the markets knew ahead of Boris’ official lockdown announcement at 8pm this evening. Whilst the lockdown is of course not good news, we have the vaccination program which will hopefully and finally get on top of this come March so whilst there are still no guarantees, I see the downside being very short term again and it is a big risk to sell now as how much more downside to AML will there be? Outside of Covid, it has many many positives looking ahead so for me, I will just look to add on any more significant drops from here as it will very quickly recover once we get back on top of this Covid outbreak IMHO. GLA