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.