Post by
Ciao on Jul 23, 2024 10:45am
mentioned by CSI
To paraphrase Cameron; valuation could be high, but a buyer would be willing to pay even more
Comment by
kulewater on Jul 23, 2024 4:21pm
If you like it at this valuation you will love it after Q2, and Q3, and FY2024. 3 weeks until the next fins.
Comment by
Bonk4491 on Jul 24, 2024 9:38am
He mention price to sale ratio are about 4-5 right now and a big compagnie on takeover can pay up to 40 times ? Did i heard that right ? Seems like too good to be true
Comment by
Ciao on Jul 24, 2024 9:55am
Yes, paraphrasing what he said, (at 31 min. mark of video) BEW trades at 3 - 4 X P/S and it won't be a small micro-cap buying the company for a min. premium but a large company potentially at 40X. So even at 10X, that's a 3 bagger from the current share price of sub 50.