· 个股论点

LWLG 式研发合作加稀释

涉及标的:

中文翻译

这相当负面。是大新闻,但本质上是那种没有营收的研发合作,和 $LWLG、$TSEM 那类差不多。 他们还有一个巨额稀释投票,3 周左右会把 4500 万股增到 9500 万股,我对这种大幅稀释周期非常反感。 不过我预计大家最后还是会因为 FOMO / 新闻去买。

英文原文

Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM. They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution cycles. But I expect people to just buy into the fomo/news anyway.

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