RE:NAV estimates and potential sectors for opportunity Iseevalue wrote: What is everyone's guess for NAV? I'm guessing they'll report $0.40 roughly for NAV which is going to represent an absolutely killer quarter.
Now that Quinsam has finished their investments into Cannabis companies what other industries are set for growth? Drone shipping, medical equipment, solar? So let's hear your thoughts ladies and gents.
I'm going to low-ball this Qtr (Dec 31) and go with .36 to .38. However, I think post Q4, there is alot more room for growth, depending on the number of liquidity events that they can string together, including exits, by March 31. Still 10 weeks left in Q1. I'll guess high forties by March 31.
If we can string two back to back break out Qtrs with some renewed interest in cannabis in the US, thenvalue investors will find QCA, pushing it first to a SP approximating NAV/sh by mid year and into a premium postion by the fall.
Only one concern... the TikTok er's & Robinhooder's now think they market experts. If that isn't a sign that we are getting near the top, I don;t know what is.
Sectors I like. Gold for continued fiat currency destruction. Medical diagnostics, second generation vaccines (to counter increasing mutations), medical equipment (blood filtration & home dialysis)
MM