RE: Optimistic10 Nov 2025 17:19
Agreed. If the tech is truly as good as they say it is, then the revenue will come. If they are able to capture sizeable amounts of the market, then the revenue could be very large.
Separately to the future revenue generation of Optimal, I also think their revenue will naturally grow back up to the 2020 levels, as biotech valuations are starting to improve and small caps are starting to be able to raise money again and at better valuations.
So I do think the upside is very large, whilst the downside would appear to be fairly limited. Even if there was an opportunistic raise, it would be fairly low in value and likely to be at the market price (as they have done before) so any dilution would minimal and shrugged off