Sold out of Capstone to buy more todayCapstone moving higher today on CMMC earnings, but I suspect the market will be unhappy with CS when it sees its Q1 if its comparing.
Buying more at 4.10 to $4.11 today which is a steal at:
1. 2 x '21 EBITDA
2. 5 x '21 EPS
With growing cash flow to pay for a tripling of copper production over the next few years...insane and lovely.
Capstone has done well, but unless it puts out 20 cents / share tomorrow, which is highly unlikely, not sure how the market justifies paying that much of a premium vs CMMC.