Insights into NRS and BOSS Money’s Robust Growth and Undervalued Shares
NRS (NuStar Energy L.P.) and BOSS Money, two subsidiaries of IDT Corporation (IDT), have been consistently delivering growth with their revenues remaining above 30% for the past few quarters. This growth trajectory, coupled with my valuation analysis, makes me bullish on these companies.
Valuing NRS Alone at Over $1 Billion
NRS, an independent liquids storage and logistics company, has been a significant contributor to IDT’s growth. Its strategic location and extensive infrastructure make it a key player in the energy sector. Based on my analysis, I value NRS alone at over $1 billion, which is close to IDT’s current enterprise value.
Undervalued Shares of NRS and BOSS Money
Despite this robust growth and my conservative valuation, the shares of NRS and BOSS Money are trading at a large discount to my estimate for their intrinsic value. Based on the sum of the parts, I believe the intrinsic value of IDT is around $70 per share, while the current market price hovers around $45.
Impact on Individual Investors
As an individual investor, this discrepancy between market price and intrinsic value presents an attractive opportunity for potential gains. By investing in IDT at its current price, one could benefit from the upside potential as the market eventually catches up to the true value of the company.
Global Implications
On a larger scale, the growth at NRS and BOSS Money, and the undervaluation of IDT’s shares, could have significant implications for the energy sector and the global economy. Increased investment in energy infrastructure could lead to improved energy efficiency, reduced reliance on fossil fuels, and a more resilient energy grid.
Conclusion
In conclusion, the robust growth and undervalued shares of NRS and BOSS Money within IDT Corporation make it an intriguing investment opportunity. As an individual investor, one could potentially benefit from the upside potential as the market recognizes the true value of these companies. On a global scale, this could lead to improvements in the energy sector and the economy as a whole.
- NRS and BOSS Money have consistently delivered growth with revenues above 30%
- NRS is valued at over $1 billion, close to IDT’s current enterprise value
- Shares of NRS and BOSS Money are trading at a large discount to intrinsic value
- Individual investors could benefit from the upside potential
- Global implications include improved energy efficiency and a more resilient energy grid
