Feb. 23 at 8:22 PM
$CMRC Today’s 9% drop to
$2.75 isn't "market volatility." It is the market pricing in the Transparency Blackout announced in the Q4 8-K.
The Facts Management Can't Hide:
* ARPA is in Freefall: Sequentially dropped 8% to
$43.2K while they "padded" account counts with low-margin Essentials upgrades.
* Negative FCF: They swung from an
$11M+ cash cow to a negative (
$0.3M) cash burn.
U.S. Stagnation: A 2% domestic growth rate proves the "Agentic" pivot is 110% hype with 0% traction.
When a CEO (Travis Hess) admits his business model is "not sustainable" and then redacts the metrics that prove the decline, the Board of Directors is no longer managing a company—they are overseeing a managed liquidation.
Shareholders have lost over
$257 Million in value since recent highs. The fight for
$3.00 is over. The countdown to
$2.00 and Nasdaq delisting has begun.
#CMRC #CorporateGovernance #MarketCapCollapse #FiduciaryDuty #ShortBigCommerce #Whistleblower
