· 个股论点

OPTT虽受Andruil概念炒作波动大,但高负债下稀释风险极高。

涉及标的:

中文翻译

关于 $OPTT,我曾向他人评论称,由于 Andruil 相关的合同与合作伙伴关系炒作,该股极易出现大幅波动(因此有利可图)。但他们仅有 1100 万美元现金,却背负 1000 万美元债务和 1700 万美元负债,因此一旦有散户兴趣,稀释股本的可能性极高。除非我遗漏了某些超额收益(alpha)信息,否则资本稀释似乎迫在眉睫。

英文原文

For $OPTT, I made this comment to someone else where it's really susceptible to large movements (so profitable), bc there's hype on contracts like partnerships feeding into Andruil. But they have $11m cash and $10m debt with $17m liabilities so it seems incredibly likely they’ll dilute if there's any retail interest. Feels like capital dilution is imminent unless there's any alpha i missed

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