Be as clear and concise as possible in your posts, and avoid using jargon or unnecessarily complex language. Use proper spelling and grammar, and make sure that your posts are easy to understand.
- Manlobbi
Halls of Shrewd'm / Shrewdsmith
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on March 24th a service I get sent me this. "" Bullish option flow detected in Alibaba(BABA) with 70,672 calls trading, 3x expected, and implied vol increasing almost 3 points to 49.22%. 3/31 weekly 90 calls and 3/24 weekly 88 calls are the most active options, with total volume in those strikes near 15,800 contracts."" See today's news, WHAT LUCK!!
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Point being, someone front ran the news.
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Up ~14% now ... another 5 days like this and I'll be back to breakeven!
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Haha. Don't get too over optimistic. The FT commentary refers to Goldman Sachs analysts sum of the parts valuation at $137 per share. I'm not sure how the other businesses will fare if they cannot be cross subsidised by the e commerce cash flow..... Some my do well and others crater and we'll likely end up with 6 shareholdings... And fund raising terms may not be favourable for existing shareholders. More questions than answers! Hmmm
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Don't get too over optimistic. The FT commentary refers to Goldman Sachs analysts sum of the parts valuation at $137 per share. I'm not sure how the other businesses will fare if they cannot be cross subsidised by the e commerce cash flow..... Some my do well and others crater and we'll likely end up with 6 shareholdings... And fund raising terms may not be favourable for existing shareholders. More questions than answers!
Yeah, I was mostly joking about the 5 more 14% gains, lol. I certainly don't expect a rocket back up to my average purchase price of ~$190/share. Depressing to hear a sum of parts valuation of only $137, though I'm sure that could change quickly if we start seeing business results anything like what we saw pre-Covid.
