Agree with all previous posters: conservative analysis and does not include other JVs, etc.
I was trying initially to roughly quantify the value of just the BNNT production and LIS business on their own - as they are simple to model (even if the model is conservative or has errors not correct).
I guess my take away is that even at the current prices ($18-20ps) there is prospective value in excess of these base businesses.
Put another way: (if the model is reasonably accurate) then today's prices value the BNNT and LIS business, but do not account for all the other revenue opportunities through the various other applications and JVs.
PPK Valuation Perspectives, page-10
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