Jun. 5 at 3:04 PM
$LIQT Brutal truth: if you are an OG retail shareholder, you got crushed. Fei and the Board diluted existing holders in a shocking way. Unlike certain financing parties, retail shareholders were not protected.
But for anyone entering around
$1 now, this may actually be a very different setup: debt largely cleaned up, fresh cash, lower near- to mid-term financial risk, and possibly 18–24 months of runway.
If Q2 confirms revenue growth, margin improvement, and Adjusted EBITDA approaching breakeven — which management suggested could be possible based on the last earnings call — new buyers may be entering a much healthier company than the one we old shareholders funded.
Old shareholders paid the bill. New shareholders may get the upside. It all depends on execution from here. Hopefully management can create value as efficiently as it diluted the old shareholder base.
Hi new investors. This is your home now. You’re welcome.
NFA.
