Looks good! I came out with something similar at a $1.90-$2.20 range
I definitely didn't go to the detail of your calculation, but overall fairly consistent assumptions. I was more aggressive with long term pricing, but also a bit more conservative with COS and marginal YoY cost efficiency.
As some have suggested expansion and pricing are what if factors, but its nice to have something like this to see what sort of value the 'current' runway could provide
Oh No - Another Valuation Thread!, page-18
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