RE:In addition when the moment arrives when HBK inks one, two or three of these contracts - to energy complex vendors: oil, gas, infrastructure around LNG etc. I have no fear that the stock (rightfully so) can trade up to $3.
why?
1. Their cost position is low.
2. Their ASP and margin are off-the-charts- high. (veritible rivers of cash).
3. They have no compeition.
4. There are mega projects that they will serve - they will be multi-year projects and so HBK's aggregate demand will be multi-year horizons. They will be sold out. They will be able to keep improving price and margin.
Stock may go to $5.