Thanks for sharing a good piece of commentary, aligns with many of our thoughts here on the potential value.
Conservative numbers for just one EV company coming on board he sees potential for $600m P.A profit with a PE of 10 (likely to be closer to 20 given the growth markets it is in) would be a $6B market cap or $2.70 a share…that would be a nice start, and would give potential dividends of 5c-10c a share in the not too distant future.
Look forward to seeing what Manuel presents this week on cycles and current energy retention data.
GLTA
Ann: Commercialisation Milestone, page-132
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