Thanks, Krukov, for posting those old writeups on SVSY. I haven't looked at those for awhile! While they certainly contain a lot of hype, the fundamental message has not changed. Unfortunately, we're still waiting for the big contracts and the financial means to fill them.
On the valuation front, we're being held back by SVSY's difficult past. How many times have we been told that the company is about to get a big new contract? Investors are justifiably wary, and that's what's holding the stock at $0.50.
However, when the news comes and validates the company, I see the stock price moving very quickly to the $5-10 range, just on the basis of contracts awarded. Moving higher (say, up to the Trojan range) will likely take demonstrated financial results from filling the contracts.
My speculation is that we will have news of orders totaling $800,000 USD in the next 2 weeks, and that the financing will be in order by early summer. The news of the orders should put us at $1.50, and the financing should push the price to $3-5.
I agree with Krukov: everyone, please respond with your thoughts on valuation.
Regards,
Bryan |
