TSX:TNT.UN - Post by User
Comment by
lancebryanton Jul 05, 2024 3:58pm
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Post# 36120412
RE:NAV
RE:NAVBiggest thing to keep in mind is that a company, is a company, its an aggregate total of assets, liabliities and revenue growth, gross margin and available capital to create opportunities.
A balance sheet only matters in a bankrupcy scenario. TNT and INO at this point are not going bankrupt. SOT has a chance; but it still has 3 million in FCF. That's 3 million positive FCF, its honestly difficult to go bankrupt with FCF assuming you can refinance your debts.
So in reality this entire discussion is a total fugaz when it comes to TNT/INO presently.
Stock market is funny place; its based on opinions more then it is real tangible results for quite some time. This is obvious if you do the DCF valuation model against every profitable company that has some basis to be valued by DCF; what you are going to find is that significantly few of them are actually around that value. This fraction gets worse and worse and worse. Meanwhile we have 3 companies holding up the S and P in the USA and no clear market leaders in Canada leading our TSX forward.