中文翻译
认为$ONDS的高行权价可转债性质截然不同,这种观点简直是妄想。 $UAVS将超过100%市值的控制权交给了套利投资者,他们可以在$1.23的价格(低于当前股价50%)增发价值1亿美元的股票,并直接赚取差价。 这只有在散户买入该套利头寸时才有效。正如我们所见,该公司为了诱导散户买入,无所不用其极,甚至发布诸如与$AMZN合作的虚假新闻稿。
· 个股论点
认为$ONDS的高行权价可转债性质截然不同,这种观点简直是妄想。 $UAVS将超过100%市值的控制权交给了套利投资者,他们可以在$1.23的价格(低于当前股价50%)增发价值1亿美元的股票,并直接赚取差价。 这只有在散户买入该套利头寸时才有效。正如我们所见,该公司为了诱导散户买入,无所不用其极,甚至发布诸如与$AMZN合作的虚假新闻稿。
$ONDS convertible note at a higher strike is wildly different and this is a delusional take. $UAVS gave control to arbitrage investors of over 100% the marketcap where they can mint $100 million worth of shares at $1.23 (-50% under current prices) and just pocket the difference. This only works if retail buys into this arbitrage. And as we’ve seen the same company would do anything from putting out fake press releases like $AMZN partnerships to get retail to buy.