I don't claim to have the understanding or skill set to come up with a valuation, so I'm not going to weigh in on the valuation conflicts.

The one thing that seems to be missing from these forecasts is factoring in the NPV, the net present value, of the future cash flow. If someone gives you $1B spread over ten to twenty years; that $1B isn't worth $1B today. Depending on the interest rate and length of time, it's worth anywhere from $500MM -$800MM.

Intuitively only, this stock feels like a value of something approaching $4.00 and a rush to the exits will bring it down further.