POU is trading at a discountPOU has roughly 500 million of NVA shares, the assets on the balance sheet not including land is worth at least 650 million dollars.
NVA MarketCap = 3 Billion
POU MarketCap =4 Billion
POU has 650 Million in assets so a more realistic market cap is 3.350 Billion dollars
NVA production mix is very close to POU mix and POU will produce 50% more in Q3 than NVA
POU has also acheived its debt target is my guess so really they are currently trading at a 50% discount compared to NVA, and people like Eric Nuttal think NVA is a double, so should POU be a triple from here $75 dollars? I think that is more accurate that POU trading at 28 dollars.
IMHO