Incredibly comprehensive summary, almost deserves its own thread...

Incredibly comprehensive summary, almost deserves its own thread for anyone curious about the companies.

An important follow on from this is to ask why the price has remained so low/ why is KNL so undervalued, as this can certainly be an indication of legitimate problems.

I would suggest it's because Mr. Market gets excited by big numbers, even if they're unlikely to happen. Further, that people with more money than us see an option to trade to their benefit as magnis has been a fantastic short-term hold. This is the market cycle, with the exceptions being substantial re-ratings, which given the lack of any substance at all upon which the current rises have been made I find hard to believe.

Curious to know others' thoughts though