What do you think matters more for valuation, the present size of the zinc oxide market or the growth rate of the zinc oxide market? Current production, or growth rate in production? ALU is a great example of this dynamic. But even though ALU is more mature and clearly growing slower, it gets a higher valuation as the story is more widely known and understood. ANO can maintain a higher valuation as the market comes to understand what subsequent production increases actually mean for the bottom line, and the stock grows big enough for institutional investors to actually take a look.
This is a Lynch stock, for sure. Thats why you're in it I assume. Production will increase nearly 3x by the end of this year. Pricing power is strong given the quality advantage, IP protection, cost advantage, AUD weakness, and market demand accelerating due to the various tailwinds discussed here ad nauseum. Incremental gross and operating margins are huge. The stock is trading at something like 5x CY 2020 earnings and deserves a high growth multiple. Sure there is a range of outcomes but even the bear case is attractive, since the earnings run rate is already $10m+.
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