Micro, you're not missing anything here. The disparity in valuations is crazy-- and it won't last very long. Assuming they get contracted for lower shipping container costs and have no major continuing problems with supplying parts, they should be able to ramp up significantly by Q2 2022 and that's when all the purchase orders will be firming up and pouring in.
ELMS will really take off then, imo.
But i also expect a nice pop when tax-loss selling stops and the "Jan. effect" occurs.
And any mention of a big whale like Soros or someone taking a position would really zoom the shareprice.
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