ive done a dcf model
@deco and it results in multiples above this. and ive done a lot more modelling beyond that.
also been around in the investment industry since the mid 90s. asian crisis, dot com, gfc, bio tec, sars, covid...and thats just few "crisis" off the top of my head. lost count.
and guess what deco, in every one of those, the sky was falling and it was doom and gloom and end of the world by media , uneducated, sprookers, and those who lacked resolve , patience but ultimately wisdom.
WBT is "speculative" for most. Get that-its effectively pre revenue.
Global disruptors dont happen in a day. Get that too.
last time I checked companies like the M7s ,started as nothings probably with an army of cynics and took a long time to become what they are now.
But personally in all my time i havent seen a board like this let alone the smarts of mngt n team. ohh and then theres a market thats been stuck with an incumbent soln that hast lasted for decades but is fast looking more and more outdated for where the current and future is ,given the unprecedented change that is occurring. And the winner is....
anyway what would i know
Now, back to my research on looking for5-10 year global game changers...
(starting point of current sh who stay the course i believe will become irrelevant in time.)
GLASH
IMOO DYOR
(20min delay)