Have you run any numbers on the anticipated production growth from Arcadium over the next 3-5 years, and what that might mean for our earnings?
Imo those basic and fundamental estimates, although uncertain, illustrate that the current “valuation” is nonsense.
Yes, the sp has gone to sh!te recently, even compared to the sector, but imo divergence like this, for such an established company, with such a growth profile, provides opportunity for investors.
Imo
Dyor
Have you run any numbers on the anticipated production growth...
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