I'm not sure what you mean by this, but I'd argue you're barking the wrong tree. They've got unique product at the moment, but it's not as if they've invented nylon. Business being valued as if they've got a long-term sustainable moat. I'm not going to try argue toss this point. Another time.
Just happened to see the thread title this evening, and prompted me to post. Normally don't bother.
