Aug. 18 at 2:41 PM
$INV What I would do: Offload Refinity and Aeroflexx for cash, then go all-in on Accelsius. Do a Zutacore-like capital raise, hang in there for about a year and fully participate in a hoped for Accelsius IPO as exit strategy....2-phase cooling space TAM is estimated
$9B circa 2030. What might this be by 2035, with endless 2-phase retrofitting? Regardless, INV's current market cap is now less than
$110M .... absolutely insane...Management should be backing up the truck with super large insider buys right now given the DarkNX unforced error revenue rug pull (even if that WAS on the previous management's watch!) The 2-phase TAM is too large and INV's market cap is too ridiculously tiny to sell at the moment.....Anyone selling now likely to have very deep regrets a year from now....
