RE: Re My glory11 Aug 2018 08:52
Sebs, you’re not alone in questioning a disproportionately large investment, I do it most weekends but always come to the same conclusion...
Aviation, sp valuation given is currently zero, in three distinct areas namely training, air traffic control and onboard, this division has a very significant contribution to make with a global addressable market and no current competition.
Even If this was the entire company ie without other divisions it would definitely be worth investing in.
Rail, again not a dissimilar situation, the tech is proven the market is large and competition is lacking.and again currently a valuation of zero in our sp, so there’s only upside.
Off road, catapiller are already pushing ahead.
Fleet and auto are making huge progress and regulators are starting to light the path before us.
Kk has been pressing ahead with future development and our data will be invaluable in a myriad of ways,
We will be fine, enjoy your weekend
Numpty