Just a last minute reminder on post-adjust strategy with respect to BUTLR...
Posted by: Buy BONDS 21 (a.k.a mrbinns) on Sep 10, 09:32
I may be understating it, but IMHOP, there is at least another 20-30 M upside for this movie, especially with an Oscar (R) bump later in the year. That translates to 4-6 points higher on the next adjust for all attached StarBonds, whenver that adjust occurs.
RH will post the PABS later today, which will not take this into account, so just try to keep it in mind. For example, FWHIT will adjust again in 6 weeks with a virtual zero movie replacing a virtual zero movie for what would usually be a push. BUT, if BUTLR does 10-15 in 6 weeks (not outrageuous) FWHIT will be a long by 2-3 points, which is 10-15% of its new TAG. Not a great dROI (under .20) but excellent for ports that can afford the hold.