The low MC is exactly the point here.....if for some reason the PFS does not provide any detail on further tier 1 partners for both the demand and supply side which we are expecting in due course then just how low can the MC go? The UBU valuation alone can more than justify the current MC. Any sell-off would be met with strong demand given the importance of our twin businesses to the Vietnamese EV strategy and local job and wealth creation not too mention the headline valuation of the DBU which will be substantial$$$.
IMO DYOR
The low MC is exactly the point here.....if for some reason the...
-
- There are more pages in this discussion • 13 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
