Jan. 20 at 1:00 AM
$LECO love the stock, looking at taking some OTM puts a few months out based on this Greenland/EU/US news. If the EU goes forward with licensing restrictions that could prove very costly to
$LECO hurting a section of roughly 25-30% of their revenue.
Since software is relatively high margins, my rough estimate would be around 300m of revenue at risk. Not a lot to their 4bn revenue but could initiate a good sell off if they adjust guidance come earnings.
What do yall think?
