Apr. 5 at 10:45 AM
$CSAI They have cash on hand for 15-18 months, they'll probably raise more capital in Q3 2027 and maybe break even by the end of 2028. I think that RS will be necesary, I'm not worried, the opportunity we have here is huge if you're able to look three years ahead. Mkt cap
$15 Mn and EV 7,4Mn...I think this valuation makes for a very asymmetrical bet and it's worth the risk. Anyone who invests in these companies knows the risk involved: if it goes well, you can win 10x, 20x, or 50x times, and if it goes badly, you lose everything. For me, it's worth it.