2 Comments
Mar 19Liked by CanadianValueInvestors

This is fantastic! what is your base case price target? i've replicated and built out a few models and whilst being pessemistic i've gotten to around $7

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author

Hi Wrigh, thanks for your interest and kind words! We think about these things a bit differently - rather than price targets we compare the company at its current price to other holds and opportunities currently available that we are familiar with. But, to be more direct, ~$7 would probably be a price we would look to switch out the position assuming nothing has changed.

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