RE: Result17 Jul 2020 13:47
The dewamping comment was a scenario that is outside of my control as a LTH, personally I’m not interested in taking any risks trading. The fundamentals will come through, if there’s wobbles on the way due to short term profit taking, then good luck to them, as you’ve said we’re all here to make cash. For me, I think I’ve picked a winner, I’d rather just sit back stress free and watch the re-rate happen.
As for MM turning up, I’d be as cynical as ever. The 20m tests wasn’t one of his previously modelled scenarios and so just a blatant ramp. But that’s something else I ignore, again, we’re all here to make cash so good luck to him too.