What is TKO fair Value?Lets assume only 2 scenarios. First Central banks knowingly throw the world into a debt death spiral and TKO goes to zero. Second that eventually supply chains heal and there is some sort of peace or at least understanding worked out in the Ukraine. Central banks are political and dont push too far into restrictive from current neutral monetary policy. TKO gets florence into production and stock price rises to $ 3 USD.
What probabilities do you weight to those only 2 outcomes? Even if you weight at 50 / 50 isnt FV $1.5 USD ? I think the Fed induced death spiral is less than 50% simply because no government want this and they are well aware of the debt that has built up. Looks like there is alot of bad news priced in.