@vGInfidel, I think LTD are more closer tied to sold through (800K copies) than sold-in (1.2 Million) or customer (415K). Since GLS is future LTD, I do believe that 1 - 1.5 Million is the right GLS.
Having said that, since I don't have sufficient remaining short margin to drive down this stock, I think we need to rely on some other high networth player, such as Top 3 (including Zukaus) to drive down this stock price.
Zukaus, What do you think about this stock ? If you wanted to keep silent to built your position, it is ok with me.
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I think LTD are more closer tied to sold through (800K copies) than sold-in (1.2 Million) or customer (415K). Since GLS is future LTD, I do believe that 1 - 1.5 Million is the right GLS.
Having said that, since I don't have sufficient remaining short margin to drive down this stock, I think we need to rely on some other high networth player, such as Top 3 (including Zukaus) to drive down this stock price.
Zukaus,
What do you think about this stock ? If you wanted to keep silent to built your position, it is ok with me.