Highlights:
We’ve published more than 60 recommendations so far. This is unquestionably our highest-risk call.
But few have had a simpler path to upside. Gaining just some confidence from the market unlocks potentially 50% gains. Further progress opens the path to a triple or better.
Geopolitical risk aside, there is clear value here and a much better business than investors realize. An activist campaign provides a further catalyst for bulls.