Some people here are well - delusional. $6? At this point? LOL....

Some people here are well - delusional.
$6? At this point? LOL.
The company is a great company that has done well.
The result was good without being knock your lights out great.
No numbers were provided for that the increased CAPEX will deliver - if that was for forecast growth then you need to trim FCF projections.

Fair value is about $4.

Takeover premium of 10-20% is a good ballpark.

The board will likely accept anything in the $4.50 - $5 range.

My preference is as close to $5 as possible obviously but that is REALISTIC.

Sure it may be worth $6 in 2 years - but there is execution risk along the way and whole host of other things. As a buyer you need a discount for that risk.

I have held this thing since 31c and averaged up along the way. I am a "believer" as much as anyone. But lets be realistic and rational - not zealots.

Hopefully you all prove me wrong and we get $6.