KZA Media Thread, page-824

Yes that is the real question hardly anyone talks about.

I'd say around 30 to date maybe 50 by the end. So worth about 300 to 500 but there will be another dilutive CR so its seems unlikley that the value of the company could be more than 500M on what we know. So the current NPV of 100 is about right. All this talk of it going to $10.00 is not really grounded in reality though a 4-5X from here over two years is possible IMO. Don't forget though there is downside risk from competition and unforseeable. Also the company has no plan past the sale of GDC either so what can be made of that? Probably a takeover of course that can be done in a way that leaves retails on the sidelines. All is good but I wouldn't get over excited this is not the next CSL. It has no product of its own its really just a structured finance play. No scientitsts, no research no product of its own just a project manager limited by its ability to rasie capital and that is done very cheap.