Feb. 3 at 4:25 PM
$UURAF $MTMCF An interesting valuation comparison. I once owned
$QBTS under a buck. I was worried about their financial survival so moved on, of course it was within a year of their massive run. Missed the train.
Anyway, swung in this AM to see what it was doing these days on share price and market cap. It was wild to see it having an MC of
$7.8B, noting its forward looking 12-month review is only in the mid-30 millions according to AI search.
I, of course, understand there is real difference between Annealing Quantum Computing and critical minerals refining and recycling but both fields are certainly critical and comeption is limited.
Barring some unforeseen scale-up problem, by mid-summer both
$UURAF and
$MTMCF should have forward 12-month rev projections almost certainly 3X that of
$QBTS, and it could even be 1 or 2X more than that.
Think about that.
$QBTS has a MC if
$7.8B right now. 🤔
It’s all in execution, but I really think we might be underestimating 2026 potential.