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[posting]39983290[/posting]Fantasie hat man oder nicht, wer an Zahlen klebt soll nicht in Start-ups investieren. Habt ihr den Artikel gelesen (und verstanden)? ... It would be nice to see improvement in shipments and margins, but these are very early days in A123's commercialization process. Right now, deals are arguably much more important than current revenue. ... I still like A123's technology, and I still think the company has a fighting chance to be a significant player in the emerging high-end battery market. ... As for A123, it is all about the hope and promise. The company is liable to post negative free cash flow for long enough that cash flow modeling just does not work well, and the revenue and EBITDA base are too small to make ratio analysis worth well. So it comes down to this - do you want to pay $1 billion for a company that could be a player in a market worth $20 billion or more a year in 2020 and have upwards of $1 billion in revenue by 2015? There is no right or wrong answer today, but it is a question risk-tolerant investors need to ponder. ... Es geht um eine Wette. Schwarz oder rot, gerade oder ungerade...ihr wisst schon. Die Welt ist zu kurzfristig denkend geworden. Das IPO ist nicht einmal ein Jahr her. Good night, good will and good cheer! PS: Wenn das Unternehmen tatsächlich nicht in die Gänge kommt, wird es mind. zum IPO-Preis geschluckt. |
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| aus der Diskussion: | A123 - Die Zukunft fährt elektrisch! |
| Autor (Datum des Eintrages): | Optimist_ (13.08.10 20:45:13) |
| Beitrag: | 108 von 458 (ID:39983684) |
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