No idea, I'm certainly not well versed in assessing company health or stocks. I do think however that the company is well placed during a demand shift that will last at least a few years to come. I don't feel that the re-rate is going to be radical or reflect some of the huge numbers being thrown around here but absolutely still remain profitable and lock in contracts to secure production. it's a shift away from the way companies have been trading at massively stupid multiples and this might reflect something of a more sensible value.
CXM Price at posting:
11.5¢ Sentiment: Hold Disclosure: Held
