RE: Upside potential23 Jul 2020 12:36
Catwith9lives
I think the investment case is very simple. The solar industry is on an upward trajectory with a compelling investment case when compared to hydrocarbons. Verditek has a good solar product, and more to the point, they have a man at the top who is confident he can sell it, and which does not require any future R&D to commercialise successfully. I am looking only for signs that it can sell, and that those sales will continue. The company's promise is that we will get such news, and so I think on a 6-12 month view it looks very good with plenty of upside on the current valuation. I don't really need to think beyond that time horizon, but there are some huge possibilities as new markets are discovered. If the JDP with Paragraf comes off they will be the best in show, and we will all be very blessed. But this is not what I am focused on.