I.N. I try to "call them" as I see them, and I make my share of mistakes, like everyone else. In the case of VLNC, not having the depth of information the local bulls have, I do not have great confidence that this stock will be $20 (as a poster here states) by the end of the year, nor $100 within two years. This mostly, because I do not think that VLNC, for any sustained period, will sport great multiples of sales. I also think that gradually, the S&P SPR will come down over the next few years, and VLNC will have to live by the competitive rules in this market.
By the way, I have seen (and have used myself, borrowed from other posters) a figure of $75 per battery for the PC market. Does someone here have competitive numbers of current batteries and their power storage? That would be helpful to determine the potential penetration one could expect. In my business (invention of new products) we have a motto stating that in order to have an impact in a well entrenched, you have to be "twice as good at half the price". If not, significant penetration is an uphill battle.
Zeev |
