FLC 4.17% 11.5¢ fluence corporation limited

Peak Asset Management video, page-5

  1. 5,376 Posts.
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    Thanks for posting this @Holmesearth01

    From 04m:56sec:
    "...We're attacking multi-billion dollar opportunities. There's no reason that this wouldn't be a multi-billion dollar company."

    As stated by Richard in the interview water companies in this space have valuations at 5-18x revenue. The company is going to be making serious traction next year and Ross expects the company to be supply constrained by the end of next year. We know that each of the production lines in Jiangsu will be able to produce $100m worth of product per year, with the potential to upgrade to four product lines within the factory. Do the math of 5-18x valuation on $100m+ sales in 12 months time and it's not hard to see where the share price could potentially be. This company is the real deal and I'm with you @prowiz - this is by far my #1 conviction holding.

    Cheers
 
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