Quelle vom Februar: www.directorstalkinterviews.com/...borations-lonafc/412961612
Auszug der Analyse: "In terms of the approach we took to valuation, they obviously set up a collaboration with ABB recently and we’ve looked at the agreement and the platform the company would have with ABB and we’ve started looking at the potential valuation impact. So, we’ve looked at the major markets where ABB and the company work together and we’ve ascribed 131.5p of DCF value and that’s just considering them working together in the US, Canada, Germany, France, Italy, and Spain, obviously, ABB are in over 80 countries so the upside could be bigger. We’ve also ascribed some value to the EV opportunity, mainly in the UK and also the upside with diesel-powered generators as well and that opportunity gives us value of around 60p.
So, taking that the total of that gets us to a valuation of 191p which we think is centred more on this existing capital structure.
To add to that, there’s a lot of things we’ve not considered in the valuation as well so we’ve not put everything into that valuation at all, we’ve ignored wider markets with ABB and we’ve ignored product development with ABB as well."
Wenn man jetzt sieht, dass auch in der DataScience Sparte von ABB zusammengearbeitet wird, sollte allein das noch einmal einen großen Pick Up zum expected DCF der Analyse geben"
Dazu das Timing mit dem CME-Ausblick im Mai und die zusätzliche MoU mit Altaaqa würde mich nicht wundern, wenn Zeus Capital zeitnah seine Analyse nach oben revidiert...und sind wir ganz ehrlich bei 80 cent sind die meisten hier 100%+ vorne...also Geduld haben und die Jungs ihre Arbeit machen lassen...News im Wochenrhytmus finde ich persönlich nicht so schlecht