kevin - you are probably right, and perhaps it is impossible to...

kevin - you are probably right,
and perhaps it is impossible to get this right.



I tend to think though when you have got a valuation being suggested somewhere around 10 times the current share price then a sceptical approach is very reasonable, and frankly you should not need much evidence to reasonably hold this view.

If I say something like " I really dont think a MC of several hundred million dollars is justified on the back of a report which makes arbitrary assumptions on uptake" - I am barraged with comments like 'post facts' 'dont post here until you research...' 'you dont hold so stop posting' etc etc. or words to that effect. TOUs are sent in.....

Frankly its ridiculous