Well Kiwi, I believe for people like Nissan and his buddies, no amount of evidence is good enough because their egos have been hurt and they will find another excuse to poo poo the results. Ignoring the US, just the big 5 in Europe should suffice for a reasonable valuation. Typically on the US market share in class peaks at 12-18 months (we have looked at a bunch of analogs). In Europe, the time to peak is much longer as it takes longer for the markets to build. With our new runway to 2039, that’s plenty of time. Plus and AG and China plus a little here and there, there is plenty of cause for optimism. Plus throw in a bit of legal upside (albeit low probability in the US). Of course that’s just my opinion and everyone should invest at their own risk.
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