So you made an assumption which had an equal chance of either...

So you made an assumption which had an equal chance of either being right or wrong. Lucky for you it was right otherwise you would have had egg on your face!
Having checked my posts you will have noticed I do extoll the virtues of SEI & CMM in their respective posts BUT I do so using comprehensive fundamental analysis. I never extoll their virtues in other share's forums. That would not be good HOTCOPPER practice.
I know this is the GWR forum and the reason I am here is to understand the rational behind the remark " massively undervalued" So if you are capable of explaining the basis of this remark, please do. It would be most appreciated.