Sep. 15 at 2:24 PM
$FLNC P/S is now .65 😂 mkt cap is 1.72 Bn. Order intake in Q3 was 1.44 Bn. They had 2.33 Bn in Revenue this past year with net margins fluctuating from low teens to one off quarter dip to mid single digit due to what should be a temporary isssue. Their assets alone are worth 2.63 Bn. Backlog is now 6.4 Bn. They have deals with hyperscalers. TAM is like
$100 Bn or something. They are well positioned as a domestic integrator/supplier. Are we pricing in enough pessimism at this point ? 🤣