RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Share price valuationAgree and we wont know until we see some real data. Eat Just says they are planning to go public this year once they say acheive profitability. Nabati is the same. I can't recall off the top of my head if other Portfolio Companies have plans to IPO this year.
If Eat Just and Nabati go public we will get a clearer picture of how much EATS is gaining from its investments. We know EATS is killing it with VERY (24x ROI) and GDNP (10x ROI) and they did well when they sold GreenSpace (roughly 2x), but we can't assume that the private companies are providing the same returns.
Very is setting up for a strong 2021, and GDNP looks good. With a Eat Just and Nabati IPO we would have a much more concrete picture that EATS is killing it all around.
I have very little doubts - but still, we need to see it.