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TripTrap

02/05/21 11:09 AM

#12888 RE: LIVNCHILL #12886

OMG...!! "RUN & BLNK" Luv it!!! T-shirts please...

Really like the rest of your post as well CHILL...pure gold!
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Mercutos

02/05/21 11:18 AM

#12892 RE: LIVNCHILL #12886

Chill I agree with your points. The traditional fundamental approach to value a company don't exist here. We are at the ground floor level of a fundamental change and momentum shift this year to a carbon less economy.
Valuation of stock is really hard to estimate.
Here is what you do know.
SIRC is growing
Growing in the solar/roof space
Growing in the EV space
Planting seeds (pardon the pun) in the agriculture EV space
Growing in the Home Envelope add ons (Battery wall, residential charging, HVAC, Electrical)
I see there vision.
From solar generation to final use, they want to own it all.
What is the valuation of a company that can do all that both Commercially and Residentially across the whole USA?
That's what I try to wrap my head around but certainly at todays single digit dollar values, it does not reflect the potential.
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Rza

02/05/21 1:33 PM

#12898 RE: LIVNCHILL #12886

Thank you and Mercutos, i appreciate you giving your opinions ...
I think you are right too about valuations being out the window .. ive been in BLINK since low single digits, and still dumbfounded how it's holding steady where it is, valued @ billions doing a few mil in sales lol ( less than SIRC)

Guess that does bode well for SIRC .. I think them being a "1 stop shop" solar/roofing/HVAC/ EV installations could be massive and think there is plenty of growth ahead.
I'm just seeing gains that ive never seen in my life lol ( arent we all) and a bit of nervousness sets in to how long we can keep this up short term ( really still feels like a dream)

(no plan on cashing out, i wanna see this through to the NAS and take it from there) .. i just wanted to see where people were on the valuation

Thanks again.