a thousand percent sure....been doing this for more than a...

a thousand percent sure....been doing this for more than a decade - you need to be very careful of abnormals...

just think logically and ignore dcf valuation for one instance...just ignore it and ignore sgh.

you have a business, its worth $1 (based on whatever valuation method you use to arrive at that). It gets a abnormal payment of $1. This goes into the cash balance on B/S. It can use this to fund growth (hence your dcf - if you choose to use that method; that valuation goes up); it can be used for capital return (the share price goes up based on that potential amount per share and decreases by that amount when going ex-div - this is just an example);

isn't it logical that if a company gets a lump sum payment - its worth more?

again...there are many types of abnormals...gotta becareful of how to treat each one with your valuation modelling...
so yeh for bears to go on words to the effect of - "ohh...the win and lump sum payment is abnormal is a one-off and doesn't affect valuation" - yikeeeeeeeeeeees...so wrong buddy.

hope that helps....