RE:K vs N vs P - cut to the chaseVery much appreciate your approach to relative value. I think KEL is a hard company to get comps for since it's unqiue: PIPE is further along in development but KEL has a much longer runway.
Sold half of KEL today, probably too early but easier to get out on the way up with high volume.
Have high expectations for the remaining half. Thank you for this!