RE:RE:RE:RE:Look for 100% return All bets are off if RU restricts exports to Nazi supporters....bbd production will freeze. That can happen at any moment there is no better way to starve out Nazis that stop access to materials just like they did in WW2 against the Nazis. Alloys, gas for Europe, various gasses used for chip production.....they have a market of 7 B people for that no need to sell to Nazi supporters LOL. It's actually more profitable to not sell to Nazis as we all see by RU oil & gas revenue up 180% and profits 400% +.
PabloLafortune wrote: I don't know what the stock will do over the next few days/weeks/months tbh esp. if the past is any indication. But long term, this has upside, possibly 5X. And limited downside. if they increase production 20%, get more pricing power (ie higher ASP), higher margins, control SG&A, R&D expenses and capex outlays, substantially reduce interest costs and last but certainly not least, continue to increase service revenues (and profits), the sky is the limit. The medium and long term - 1 to 3 years (LOL that used to be short-term) - is the play here IMO. In full flight this could potentially trade (market cap) at 1.5X or more on revenue of $7.5 to $8B. We're trading at ~0.3 (mainly because of the debt of course so somewhat justifed at the moment).
Regarding the limited downside, my guess is they have enough backlog, cash on hand, cashflow to bring the debt below $4B within 2.5 years. If the stock is still lingering at these levels or lower in a year or more, then I think its possible (though unlikely) the company could have reduced debt enough and have sufficient cashflow to buyback shares. 5% of the share float today is ~120M old shares/25 * $32 /1.3 = $118M USD - ie ~1 quarter's capex.
In a way, a lingering stock is ideal for long term holders like the family because over time with 5% buybacks here and there, their % ownership increases.