Well I have been wrong so far so I will defer to you and BD's better judgement :)
Shorts and potential investors may say that there is 4 years before UNS is earning substantial revenues. The upfronts won't cover the burn.
I don't know about bidding up future profits. I think the market used to be that way but not so certain whether that is the case now ie you need to be earning revenues. However your example of the co worth $4B goes against my logic.
How much roughly do you think the SP will go up tomorrow?
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