Get a life buddy.
Asked a question I answered.
The Wah fans are sure getting titchy on this thread. Pre game / release nerves.
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So how far does this deep value theory go?
ValueNZ you are unlikely to get what you wish for.
Poor report sub 50c = deeper value
Good report 60c + = deep value
Shocker of a report sub 40c = Mariner Trench value or Titanic value?
https://www.nzherald.co.nz/sport/war...GLE4EGHX4AG2Y/
I think this Principle needs to get on here for a bit of RAHH RAHH too…
Sure, the major assumption which is critical is what the future cashflows will be.
Assumption made on what the net DMF is
Assumption made in the profit on new sales.
Assumption made on the profit on resales.
Assumption made on the day to day operating profit.
There are probably more, every forward model makes assumptions.