RE: Nicely dropped to get that 400k order in29 Aug 2024 10:58
Agreed, but the NA bus sale will be by far the biggest swing factor, even if underlying business recovering. I.e. if no buyer found I think we can expect a big drop. That said, I don't think it is a necessity and the longer term recovery will continue along with SP just on a longer horizon. If we get a buyer at a reasonable price expect SP to double. In my view we are facing somewhat of a binary bet with long term, bias to upside. A shot to nothing if you will.