Now the positioning of analysts starts, as expected.
The message is clear - the inherent valuation is much higher, and without saying so, but definitely meant given the timing of coverage updates, catalysts to close the gap are near so shorts should look to cover and longs should look to buy. The main catalyst which draws out communications is the unknown on Saturday. This was all very foreseeable yesterday when the announcement was made. There could not be anything but a positive response in the shares from the PR yesterday, although I had to listen to a number of soft basher and outright short posts to the contrary. Up almost 12% off of my call yesterday. Just getting started.