The asymmetric performance we have seen today confirms my opinion that WAS's price performance has not be a response to RUM's performance, but rather an indication of GGL's (~95% owned by WAS)performance with Kalina in Japan, progress in China and performance in Germany with Siemens.
GGL's Kalina IP could rationally be valued at 10x WAS's market cap. Lots of data on Kalina performance over 15yrs.
Sum of the parts valuation for WAS demonstrates the potential for a multi-bagger here.
The asymmetric performance we have seen today confirms my...
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