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19/07/22
12:25
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Originally posted by SeeTheWorld:
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Our AKE threads have been lacking lots of discussion of late. Have been recently jumping on other stocks to gain a little variety on conversation. Let me see if I can start a little debate/discussion going to spice things up.... Let's consider the following scenario. Martin says tomorrow, you know what, we are selling carb at US$50K but our stock price is being priced as though we are selling it at $10k. Even though carb is selling at $70k plus and will probably go much higher short term we have decided to lock in a 3year contract with our buyers at $50k. This will force the analysts to price us at $50k for the next three years in their spreadsheet bringing much joy to our shareholders at the expense of better profits we could have had. A worthy trade off. So what do you think? Let's see if this can stimulate some debate on the AKE threads. I'll be interested to see what some may say.
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We would be dealing with the Chinese and they don't have a great record of honouring contracts if the terms turn negative for them. I would be wary but it is a reasonable thought