$.36 is conservative fair value until some bigger news... I still argue that we should get the same valuation as Bolt Threads is being given by Silicon Valley stupid money... in 2018 that was $700m ... most recent round was $600m ... BT has done nothing and can’t do it cost effectively even if they could. $.72 - $.84 is where we should be. ... 30x sales is also conservative by the way. ... with big name out of the closet, we can easily overshoot.
Nice thing is that these numbers are going to start to seriously be debated ... versus stupid arguments about it being a con or shell or blah blah blah.
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