Have been thinking a lot on the idea of running very light in the forward line with JHF (F1) and Caleb Daniel (F2). I have serious doubts on Macrae and Smith reaching the heights we are hoping for, but those ownership numbers will make it very difficult not to select them. A lot of the talk around Macrae is that he wasn't given a chance last year, but maybe there was a reason for this (other than Bevo being Bevo). Has hit 30 now, and some players can fall away quickly. Smith has just come off an ACL, has had many other issues in his career so far, has only ave over 91 once, and has moved to a new team, and has two byes. Not exactly priced unbelievably low either. Of the two I would definitely lean towards Macrae as he has proven himself in the past. Of course this only works if enough rookie priced players make themselves available, but certainly opens up the ability to run deeper in the backline and midfield. In a year where the foward line scoring seems like the weakest line anyway, could give a good advantage to start with more premiums across the other lines. Also very unlikely that any of the forwards are going to reach a price point that is out of reach similar to Flanders, Heeney, and Zorko last year. Preseason games might change my whole thinking of course, but anyone else contemplating something similar?
Complete opposite for me. The value there is just irresistible given how low the keeper threshold is up forward.
Looking at the top 15 starting forwards:
JHF - Definitely has upside but loaded midfield to get more minutes in, especially for an extremely one way runner.
Moore - Has hit just about as high as anyone in his role ever manages, maybe some upside in a side that is getting stronger but also a role that tends to throw up a few down games which makes upgrade plausible.
Rankine - Can argue either way on him, great bye and terrible durability/brain more or less cancel out.
Jackson - Same as Rankine only it's an inverse where it's Darcy's terrible durability that you're backing. Hard to make the case he's not overpriced if Darcy is there though but also at an age where you expect young KP types to actually progress, we often forget how far ahead of the curve he has been.
Hogan - Exceptional season last year on freakishly high goal kicking accuracy, reversion to the mean seems probably.
Daniels - Exceptional season durability wise for him. Could theoretically push a bit higher but same sort of role as Moore so would think that's towards his high end target.
McKay - Strong season but in line with what you'd expect.
Cameron - Solid average, has been better but age profile suggests the downward trend is probably to continue.
ANB - New team, wild range of possible outcomes here. Definitely could rise if role was great in preseason.
Treacy - Young KPF who has developed well, similar to Hogan, freakishly high goal accuracy pads him, so will likely decline in that area so needs improvement elsewhere. Still, KPF in the last decade rarely go past 100.
Waterman - See Treacy only even more of a career outlier type season.
Curnow - Underpriced on his best after injury found its way back into his life. Still seems 100 would be on his high end outcome.
Baker - Like ANB, has a couple of potential roles that would be juicy, still even if he played as a pure mid, I think 105 is the high end expectation.
Miers - Like Moore, hard role to be consistent and not really shown a midfield role is on the cards.
Keays - Will likely tag and thus is about the right price.
So basically of those 15 I'd say you could break into 2 rough categories:
105+ Possible - JHF, Rankine, Jackson & Baker
<100 ceiling - The rest
You could probably break that <100 into a second group of "likely <90", imo.
So all that basically says to me that the current premium cut off of 90 is only going vertical if one of two things happen, guys from outside the top 15 go moon or heavy position changes. There aren't any very obvious 100+ forward changes right now. Maybe Heeney, Rozee or Sheezel looking through but wouldn't bet on any. There will be some but not expecting huge names.
So the likely outcome is that you can probably have 3-4 guys at 90+ if you paid the right price for them as keepers. I would say that if more than 2 of the 105+ possible guys did it I'd be fairly surprised at this point in time.
Which leaves us to the value picks...
Starting at 16th onward:
Wood - Has averaged 90+. Least upside so needs to go higher than some of the others.
Darcy - Not my personal pick but big talent.
Greene - Multiple seasons at 90+, albeit as a forward has only ever scraped in. r0 hurts here given he's not likely to go big unless he's playing mid.
Rayner - Not mine but did finish last year pretty well.
Bolton - Decent case can be made.
Kennedy - Depending on the role, ditto.
Macdonald - Another who can have a case made.
Pickett - Case could be made. ANB role now opened up, who takes it? Chandler also worth a mention here.
Macrae - Obvious case with a perfect bye. Last year and his rookie year the only ones under 94 in his career. The question is whether he was Bevoed or there's something more sinister to Bevo suddenly freezing him out a season and a half ago when he was one of the best mids in the league.
Smith - Twice 90+, Geelong have an excellent record of let's call it "rehabilitating" players.
Graham - What will the role be?
Thilthorpe - Immense potential here.
Williams - Newman injury, I doubt he's the choice but who knows.
Lukosius - Where will they play him? Been a mid 80s or better type as a defender.
JUH - Top talent at the age he could break out a bit.
Watson - Serious talent.
Rachele - How will they use him? Can he get back to being a potential star?
Parker - Role dependent but as a mid, he's right up there.
DBJ - Does he replace Houston? I doubt it but he's a strong scorer off HB.
Stringer - New team, contract chasing.
Sanders - Kid is a stud, does Bevo unleash him?
Phillipou - Monster finish to last year after finally getting to play midfield.
Allen - Season from hell, does he bounce back, another immense talent.
Daniel - If he's at HB, will be pretty much a lock at that price.
Hobbs - Another top talent held back so far.
There's a few other guys with the potential but when picking any of the above, they only need to be realistic chances at 90 and they can work.
I'm genuinely considering picking a couple as mids because I think the value here is pretty extreme and it's heightened by so much of it also not being r0 neutered. Only really Smith of the guys that are most selected have the r0 factor, albeit a lot in the 12/13 byes still.
I personally think a very good case can be made that 5 of the top 6 forwards, before position changes, could come from that midprice group. All of Parker, Daniel, Macrae, Smith, Williams, Bolton, Greene and Kennedy have best seasons that would have them as a top 4 starting forward. I wouldn't argue that a very good case can be made for none of them as well but, imo, the forwards with by far the lowest keeper cut off are the best place to chase value. A forward priced at 380k only needs to be 20 points better to be a keeper, defenders need 35, mids 40 and rucks 45 to realistically obtain the same result, that's a pretty huge margin of error variance.
Will almost certainly be a very unique strategy to go against it though, absolutely could work, but so gutsy. Also worth noting that if their bodies allow it, very decent chance that Lynch, SPP, Martin, Curtin and Spargo, all as FWD only could be among the very best rookie on-field options this year, which is going to make for some extremely interesting decisions. You either have to take some of those DPP value picks as MID/FLEX picks, not take them or field weaker rookies elsewhere and bench those guys. The rookie crop actually is a very good reason for why your strategy could work out very well. Normally you take midprice picks because the rookies are bad, this year has that weird mix of very good potential rookies and midpricers being taken as genuine premium options.
For mine what it makes very hard is justifying picking any of the premiums, even JHF who I do like as a potential breakout pick.