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Re: snow post# 1584

Wednesday, 01/06/2021 7:46:51 AM

Wednesday, January 06, 2021 7:46:51 AM

Post# of 13383

The same goes for exaggerating things.



Well, the minimum we should expect is revenues = $200M per year and profit $150M. Fully diluted that gives us PPS = 150/14 x 10 = $107 assuming a conservative P/E of 10. That's the low-end.

I could easily argue the high-end is $1,000. So the expected value should be close to $500.

Now, that doesn't mean we will get there. Air India and Lavasa are not publicly listed. Their assets could be worthless. Well, the market could treat them that way. We have seen this many times before in the China space. And we know that agricultural assets may be treated as worthless by this market as well. So, I think Jet Airways may be a big deal going forward.

They don't even have a proper website. But what I am really missing is press releases. 90% of the population or even the investing community doesn't read 8-k's or 10-k's. They only read press releases if you are lucky, or just the headlines. So this is a concern to me. No PR's = the company does not exist.

Besides that, we need a book of business as I have pointed out a number of times. And we need it somewhere, where everyone can see it. Which probably means the website. Or in PR's when they announce results.


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