Ardas,
the price action would suggest otherwise. The gap is at its widest that I can recall.
There seems to be this belief that wgo should catch up to the STX market cap, or at the very least narrow the gap. But I can’t see it happening.
I think WGO is very undervalued. But I don’t think it is undervalued relative to its JV partner.
I could be wrong of course. But so far I haven’t been.
all of the catalysts to shut the gap (GSA for example) have come and gone and the gap is as big as it’s ever been.
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