The new fund started two weeks ago and quickly went from 20 to 30 million, which is where we are now.
That fortunate start was mainly the result in correct shortpositions on GHOSTBUSTERS 3 and DIVERGENT 4.
But how to go on now...? August will offer starbond-adjust-opportunities for GHST3 and ICEA5, but not much more on that front ( apart from Vincent Cassel for BORN5 :-)
Speaking of BORN5...; I doubt it will do great bussiness. The trailer makes it look like a rehashing of the first three films. The fund is short on the OW.
The only other (sequel-) opener in august is MCHN2. Not expecting big bussiness there .
We will ride the august Justice League 2 IPO and not so much the next Startrekfilm... and furthermore closely follow news about sequels for TINTIN, INDIANA JONES and so forth and so on.
September isnt especially filled with sequels as well; only BJON3 on sept 16 ( mweeee on that... feels like a short to me )
The waiting is for October ( RECH2,NFERN,RING3 ) and for a 'go' on PINK2
Expected fundvalue at the end of august; 45 million