Sep. 10 at 7:46 AM
$MWC
➕ Low metrics: P/E below 10, EV/EBITDA around 5, far below the industry's average.
Prediction: According to the company, these attractive fundamentals won't be worse in the near future, they will get only better.
➕ Long-term contracts with strategic shareholders/partners.
Prediction: They are stable, and these companies estimate a moderate increase of their 2026 and 2027 production.
➕ New projects: new micAuto and Dynaplanet 3D are already developed and they were presented by peer-reviewed papers.
Prediction: The R&D spending will be reduced in the near future, MWC has a history of success, these platforms can only positively contribute.
➕ New collaborations, deals, MOUs: The presentations provide future targets and the many new deals etc of the last 12 months show that the management is very serious on execution.
Prediction: We will see how these deals will work, there is no guarantee.
But, even if one of them work, it could be a game changer.
➕Investors friendly.
