GREY:NEVDQ - Post by User
Post by
GGreenon Feb 21, 2021 11:24am
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Post# 32621443
Sober first look....
Sober first look.... Just going through the NCU board for general feel for the stock. Appears that some LT investors have a lingering (bad) taste due to past performance and the quality / integrity of some of the larger institutional/ funds. Could be incorrect but that was the general sense - which is good to keep in mind.
Having said that with the current tailwinds at a macro level (increasing copper prices, increasing industry demand from the EV market - its clear that this is no longer just about Tesla and the other new EV players, when established auto industry leaders are ALL jumping in with both feet on EV a focus, semiconductors is not going to be the only sector with shortages).
For those that like XL spreadsheets and calculations: as part of my NCU DD I came across this interesting a video that walks through a detailed NAV / NPV calculation on NCU. I'd appreciate the views of NCU savvy investors on the assumptions. Spoiler alert - conclusion supports jumping in at these levels (PS I never thought I'd watch a 30 mins YouTube video of someone going through a detailed XL file but actually thought it was interesting).
https://m.youtube.com/watch?v=hk_WhFu7FlA&feature=share