RE: this morning presentation video6 May 2020 12:06
I do think that May is going to be a slow news month for GGP in all honesty. June 11th or so is the next interim report which should have the first info on the mystery of the SW. May might see permit news on the Decline but is that really material to the SP as NCM have raised money with their placing to dev Haverion anyhow. So the SP might drift from 7.5 to 9.0 for the next fortnight and until people take positions for June report (2 weeks before). Of course, institutional investors might change this prediction, buying up on the quiet and sustaining a steady but not meteoric rise. For clarity, my position is: currently substantially de-risked (had too much in here and wasn't sleeping well), but with a core holding that could be life-changing if a surprise takeover/rise comes in (I'm not realistically expecting that until after MRE in all honesty, but it could happen). I also have enough out of the holding now to top up on any lows that I might be lucky enough to get. Long to mid term here is very good. GLA.