RE:RE:What is Known of KNT Until August Earnings Release 4CommonSense (or lack thereof),
First of all, whatever I post I like to it to be based in fact or reasoned opinion.
i believe items 1. 2 and 4 fit into that category which has nothing to do with short
term thinking.... just an analysis of where we are in July 2024.
For item 3, I make the case for a lack of clarity on valuation in the short term
due to a lack of clarity from knt on expansion and sustaining Cap Ex.
But let's stick with your 'short term' thinking comment.
I clearly recalled a post by you back on May 15 where you state:
"My model suggests....a price to be $9.65 today"... boy, there's some short term
thinking. I thought at the time it to be impossible to place a valuation on KNT due
to the uncertainties I've mentioned... but boy, you amazingly have a model.
Let me whisper this to you because I don't want you to expose such proprietary info
to the unwashed masses. What is your model or components of your model??
I'm always open to being educated... and I love models.