RE: New NPV estimate soars from $128m to $400m. A mere 1.1yr payback!30 Oct 2025 09:34
Think this post earlier really did do a good job on illustrating the upside here:
“In simple terms, analysts think this business can make after tax cash that’s around a $1bn (before other news lands). Just digest that vs today’s laughable £33m market cap and you won’t be doing anything but buying. Ultimately, analysts are saying that the capex investment can pay back within a year. What you have here is a future cash cow monster that can organically grow, return cash, buy other firms. Currently the shares are trading at 1.5p but it will have a 0 on the end of it ahead. The opportunity here is major“