Jun. 2 at 5:29 PM
$LNZA The institutional market completely disconnected from reality. LNZA is valued at a mere
$80M market cap, but look at the mathematical truth of its unconsolidated assets:
・China JV (2553.HK) Stake (8.82%): Following the gray market close at 36.00 HKD (+146.5% over IPO price), this stake is valued at
$162.5M ➔ +
$13.48 per share
・LanzaJet SAF Stake (46%): Valued at
$299M based on LanzaJet's independent
$650M valuation (with a 10-year locked SAF backlog) ➔ +
$24.73 per share
LanzaTech holds
$38.22 per share just in these two giant assets alone—completely excluding its 1,250+ patents and future license subscription revenues. Yet, public market charts show LNZA trading at a ridiculous
$6.00 range.