kok's view is that the KORE agreement won't even go ahead, let alone any yet to be announced supply agreements. If I had that view my PT wouldn't be $1, it would be 1 cent. And maybe just to clarify, there are Financial Fundamentals, and there are Company Operating Fundamentals. Kok focuses on the financial fundamentals only, and pays little attention to anything else. Whilst a valid strategy, it's almost a totally pointless one when discussing or investing in growth stocks.
NVX Price at posting:
$1.58 Sentiment: Buy Disclosure: Held
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