i don't doubt that on a DCF basis, 30 times earnings is cheap. But the assumptions behind those are so hard to get right.
that said I've been way too conservative the whole way up, as Geoff keeps blowing my up my estimates.
I'd complain, but he's managing the company far too well for anyone to listen, haha.
@throwerw - can I ask how you came about 3*earnings from 15T to 30T per week?
As far as I'm concerned its too hard to tell because we don't know the powder vs dispersion mix (this is more than just powder). Each would have different margins
Technicals, page-50
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