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Thoughts on TWLI2 using actuals thru Monday

Posted by: Vashta Nerada (a.k.a H-Mogul) on Dec 02, 01:22

Just punching in the actuals which were weaker then expected over the weekend and Monday. It had a steeper 2nd weekend decline and ditto on its 2nd Monday then TWLIT. I'm expecting the weekdays to continue that weakness.

230.95 thru Sunday
 
142.84  10.51   11.33   14.20   9,20
230.95    2.40     2.40    2.30   2.30  3rd wknd 21,4.
261.75    1.54     1.54    1.59   1.56  4th wknd 12.8
280.78

I'm still comparing it to the first one, though the numbers are weaker, by a little over 5% once you factor out  the midnights. You can replace the estimates with actuals as the numbers come in and adjust as needed. That will give you a running total that becomes more accurate the closer to delist you get.





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