Admire your tenacity, but how are "they are significantly...

Admire your tenacity, but how are "they are significantly undervalued compared to true book value" if we don't know the correct book value. My read here is they are working this out in light of operational changes. Veteran analysts have been posting reports for some time proposing the book value is way lower based on comparatives to long term averages and industry norms, so I am not as optimistic. Combining the overpaying for new assets (PDLs, ACM, RML etc) while selling off owned prime assets (arrangements) too cheaply, is a recipe for short term glory (Rivas) but long term pain (today).