We may see $BCAP trading between $0.0005-10 after the quarterly. There will be a lot of information to digest. Also bear in mind that the quarterly is three months old (already way out of date except as a historic snapshot) so things we know now (virgin shell for example) need to be incorporated to understand where we are today.
IMO this is the price breakdown by component over the next couple of months:
- virgin shell: 1-3 ticks
- net assets: 3-6 ticks
- revenues: 1 tick
Big variable will be acquisitions.
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