RE: The BOD may have been right and wrong at the same time9 Apr 2025 08:48
Problem here is FCF. They're burning through it so fast in this model that it's not being replenish fast enough. The only way to get out is find another KRT. Eventhough the rest of the pipeline is progressing nicely, none of them are near buyout level yet so that mean more cash needed which they might not have enough in this current economic climate imo