Aug. 1 at 7:42 PM
$MLCO $WYNN $LVS $MGM
Longtimers in this forum will recall I was agressively long prior to Xi Jinping's corruption crackdown and then aressively traded MLCO and WYNN dozens of times as that malaise faded... then came the 75 excavators and tilt up hospital in wuhan at the outset of the fakeass covid mess... I stayed far away from these until recent resumption of flip/swing trades shared here.
But yesterday's conference call marked a key inflection point -- if ever there was a great speculative time to get involved with Macau and you have any interest in what s/b a double f12m, listen to their call paying attention to their uptone tone not heard since the January 2020 conf call (just pre-covid bs shutdown of Macau) and study the fundamental progress YoY and vs last Q...
IO just grabbed 20k shares at
$8.76 w ave... with further confirmation of GGR progress, I will quickly get to long large here.
https://edge.media-server.com/mmc/p/rf8c5chd/