Ann: Market Update, page-26

@sun111 remember the camera business is expected to expand big time, so revenue should increase exponentially

This is an interesting stock, as it has a current business which is primarily just a expansion/cashflow play, however it has technology such as lidar, gas detection, thermal camera etc which offer parabolic upside

So I think anyone looking at solely the cashflow to judge the business, need to take into account all the other irons in the fire

I’d happily pay $5M EV for just their technology and a few $M in bank .... either the camera business or the tech is essentially free at this valuation

DOW up 670 overnight ... let’s see if SP3 gets some love