Thanks for the heads up Munjit. It fits with my broader...

Thanks for the heads up Munjit.

It fits with my broader thoughts. YMYC and the broader analyst community currently rate VBA as either a "avoid", "sell" or "hold" (with some notable exceptions, see my previous posts).

Thus being long VBA at 28.5c is a currently a contrarian view. Exactly how I like it and why I think I'll make a lot of money

Not that long ago ago, when VBA was at 70+c, the majority of the financial community had VBA as either a "buy" or "strong buy".

It was a great time to sell.

Since JB has taken over the news flow has been excellent (IMO). The weather has been less kind and VBA has been marked down on short term effects.

If the QAN issues continue and Tiger comes to its senses (see other posts), there is big upside here.

IMO of course.