To: JohnyP who wrote (229 ) 2/21/2022 12:08:41 PM From: petal Respond to of 249 I wouldn't know too much about the timing/catalyst, as I rarely do a lot of qualitative analysis (or any in-depth quantitative analysis, either, for that matter...). So I wouldn't know the odds of the Netherlands opening up for KIND, etc. But I do know that I like KIND still more than I did a week or a month ago, now that the stock is at the lowest price that it's been the past 12 months, since dropping 5+% today! Also, the volatility is quite enticing last few days; in many Swedish generally – it's almost as if a "bear/bull raider" from the 18th century were manipulating the prices! – but gambling stocks especially. So maybe that option would jump around a whole lot, giving many opportunities to realise a very quick, circumstantial gain. (Just look at Kambi's stock price the day that they released the news that they'd pay back Kindred's convertible... (First down -15 %, then up to +15% a few hours later, or something crazy like that! Unfortunately, I slept in that particular day, and missed the whole thing... would've been a 30+% return in a few hours...)) A number of co.'s are beginning to look quite cheap now, after falling substantially past weeks/months, from low levels to begin with. Hufvudstaden, Sweden's safest, most boring RE co., e.g., controlled by Swedish Buffett Fredrik Lundberg, is now trading at around a 40% discount to substance – and that substance has already been written down because of covid! All the houses are in the very best locations in central Stockholm and Gothenburg. Lot of other RE co.'s trading at substantial discounts too, where the owner/founder controls co., has substantial capital in it; and on a RE market where the houses themselves are as hot as fire – but the stocks of the co.'s that own them are quite cold indeed ¯\_(´´,)_/¯