Earnings increasing & multiples expanding (Re-rate commencing), page-1218

I just think of this stock as a cheap lottery ticket.

A low PE is warranted for now due to revenue been reliant on a single source... but if that changes or the GM contract is meaningfully renewed... a PE of 5 looks extraordinary low. If both the GM contract is renewed and additional revenue sources are found, not only should there be a significant PE re-rate, but the additional revenue and profit need to be factored into the share price as well.

Mathematically, there is significant upside... and well, the downside is manageable at just $0.