Execution risk and time value of money sure. The others not so...

Execution risk and time value of money sure. The others not so much.
In any case, the point I was making was that the whole reason this company is valued north of $250m is because of the US market opportunity, otherwise it would be 10% of what it is. It was in response to Veecat.
It's the people that say "uhhh derrr this should be higher, it's so undervalued!" that annoy me. They often don't have anything to back it up other than blind faith (p.s. not a dig at anyone in particular, but you know the type).
I've done a deep dive analysis on what 4DX could be if they execute well, and it is staggering. In 10-15 years this could well be a 100+ bagger if they execute well (no that's not a typo, I mean hundred). In my opinion it's the best opportunity on the ASX. There's a lot of risk involved and it will take time, but I do have a high risk tolerance for the right opportunity. Better than the lame 8% a year you get from blue chip index funds.