A2M is completely different to Fluence.
However, if we humoured a comparison. A2M has a MC of $4B, and revenue of $334M. EV/revenue multiple = 11.97x.
Fluence is expected to generate $90M revenue in CY17. Using the EV/revenue multiple of A2M on Fluence's anticipated revenue, Fluence would have a current MC of $1.077B (which is close to 4x current value).
I haven't posted much recently as this is a classic 'throw in the bottom draw' play. As Phillip Fisher (one of the greatest growth stock investors of all time and a mentor of Warren Buffet) said in his book 'Common Stocks and Uncommon Profits:'
"I have followed a key rule since I began investing, which is to retain a holding for a minimum of 3 years. Whether the stock's price moves up or down in the first and second year is no more luck than it is anything else. I may not like what I see in the first and second years, but if the fundamental thesis of my investment has not changed, then I will continue to hold. Only once in my 71 years of investing have I purchased a stock and known from the outset that I would hold this indefinitely." (Disclosure: he is referring to Motorola, which he held for 21 years up until he died in 2004, and which generated over 2000% return for him during this period).
Fluence is my Motorola.
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