Has MVP Bottomed Out With The Change In Market Sentiment?, page-27

nice write up… I’m new to looking into this one and the new management caught my eye…. I’m trying to understand the valuation current or future. Looks to be a growth valuation requiring to company to grow the revenues massively. I can see they have a couple of products that they appear to have had recent success or are pushing into new markets with some good names attached.

in your article you suggest that this could be a 5 bagger. That would put the SP at around $17-$18 and market cap over $1.5 billion. You also state that you value the whistle including new markets not yet approved for at $250 mil peak sales implying a valuation of $750 mil.

so if things go right and they gain approval in a couple or more years replicating home market success in those new markets the overall market cap could be $750 mil plus the value value the spacer etc. this looks like 2-3 bags from here unless I’m missing something.

this one looks to have a lot of future at risk success priced in already.

I’ve bought a small parcel yesterday to make my interest real and look forward to keeping an eye on this to learn what opportunities do or do not eventuate. I feel there has to something more than their current product sales to kick this one off. I’d like to see an acquisition to add the product portfolio or R&D success that could then be licensed ( cont. manufacturing?).

tough to value at these levels based on current sales. replicating the home market success may prove challenging.

management buying is a good sign but could just be averaging down from their initial entry at around $6.50