Looks good for your playbook. Now the company just needs to deliver. If the numbers and outlook align with what I assume, I’m not worried about the thesis.
Having pitched this case to investors quite a bit over the past few months, many have noted that it sounds great, but not yet—let’s wait, and you can always get them in the rights issue (merkikkari). That’s how it goes, of course, but if a large portion of potential investors think that way, at some point the sellers will run out and buyers will be in a hurry. Perhaps that’s what just happened.
Well, let’s watch calmly. Next week we’ll be wiser.