RE: The £1.00 party13 Aug 2020 12:43
1. £5bn at present, rising to £23bn (ish)
2. Not much else at present: one of small bunch / potential market leaders?
3. 1% of the current market ( 50MW ) equates to a share price of around 70p. I think we will see that in early 2021, being only the first step in the company transformation.
Sounds wild at first but these are solid assumptions.
If the company growth trajectory goes to plan its not unrealistic to think VDTK could grab a 10% share of the £23bn market after 10 years - perhaps a majority share of it if the graphene development comes good since that would provide IP defence of an unrivalled leading marker product - not only that but the economics would be vastly superior to what they are now, and new worldwide markets become available accelerating a rapid shift to a decarbonsied economy.
One thing to note that if the graphene JDP works out then the VDTK / Paragraf product will not be limited to the niche flexible / lightweight market - or rather, this will become the only market, in which VDTK will be the leading company.
It all adds up tp a share price of several pounds ££ but the investment case which attracted me is in the right here right now, which frankly, is pretty exciting by itself.