OSK has risen from $5 a share with similar debt, similar revenue and (somewhat) similar float. Granted,d OSK is stronger on each of these, but 4x so? Point being I see MTW being able to hold at around $10 and betting for $8 risky. But this is not the MTW board.
The comparison was to the call, not the person. You were calling NCS a buy at 3.3. Saying it was going to 4 or 5 in short order. You've since adjusted your targets, and continue to do so, which is right and fine. Munda is as negative as you were/are positive. You've moved targets, he's moved targets. The comparison stands.
I don't have a problem owning NCS and I do. I just don't share your unbridled optimism about how high and how fast it will move.