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Jat 2.0 - 2021 - A New Year, page-64

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    I agree Chilli. I don't know why everyone is excited about the store announcement. We all know it is happening and I doubt it will move the SP to a new base. There may be a small spike on the announcement but it will come back down. If a $32M contract doesn't give us a re-rating I can't see how this store opening will. Maybe in a couple of years if it performs well and then multiple stores open. A Vmeat deal could make things interesting but again everyone already knows about it so it depends with who and how much.
    IMO our re-rating will happen once the quarterlies show these deals coming to fruition. So with AMNA just going into increased production only recently I can see the increased profits taking at least two quarters to show up.

    GL
 
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