Post by
peter77 on Dec 01, 2021 2:23pm
Nvro future
Anybody have any thoughts on the possibility of NVRO getting up to 4 or 5 bucks in the next few years?
Comment by
Carbonbull on Dec 02, 2021 12:03am
if they can execute and obtain reasonable wacc they should be able with projects on hand grow to processing 15k tons per day by 2024, with an implied profit of $100 a ton ...do the math arrive at AN appropriatte ESG multiple of say 10 X ev/ebitda and you easily get to a $10 ticket....IMHO lots of risk and needs to walk before it runs but potential definitely there ,, as always do your own DD
Comment by
peter77 on Dec 07, 2021 1:05am
Thanks for that.....Yes - I agree.....Just need time and patience