中文翻译
我认为很多 X 用户正确指出了 $SHMD 在玻璃基板等关键领域的角色。但这并不意味着它是一只好股票，因为财务状况不佳，我个人正在回避它（尽管我可能错了）。有 4660 万股新股与认股权证、可转换票据以及早期 1000 万欧元贷款挂钩。它还允许重新出售多达 9500 万股。我不认为他们目前微薄的收入能跑赢稀释效应。也许要等到 2028 年后期。
· 个股论点
SHMD虽处关键赛道，但因财务差及严重稀释风险，作者选择回避。
涉及标的： $SHMD
英文原文
I think a lot of people on X got $SHMD right in terms of their critical role for glass substrates/etc. But it doesn't mean it's a great stock due to financials and I'm personally avoiding it (could be wrong though). There's 46.6 million new shares tied to warrants, convertible notes, and an earlier €10M loan. It also permits the resale of up to 95 million shares. I don't think their minor revenues now will outpace dilution. Maybe later in 2028