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No late... Just coming Feb-Apr Qtr report result will be very disappointing as expected. You can divide your $ into 3 and buy 3 times if drop to average down. Tauke buy in a lot last time during the previous hit to 1.3. Tauke got confident, how about you?
I agree with both of your assessments. Now a little early to go in. Wait for QR release and then re-evaluate. Nike expects profit to drop by 40% so expect Magni to take a hit.