Aug. 1 at 12:18 AM
$KPLT More on dilution as someone asked -
If results for Q3/Q4 2025 and Q1 2026 are strong (not Q2), I don't see any reason why the stock wouldn't go above
$15 by June 2026.
At that point, the conversion would likely be around 2 million shares or even less if the share price is higher (basically ~32M/stock price). If the results aren't good in the coming quarters (or at least no significant improvement, which I will assess), I won’t be holding, so to me there's no point worrying about June 2026 (either conversion >
$15 which is good in my opinion, or I will have already sold the stock)
Also, remember this isn’t a new share issuance; it’s a debt-to-equity conversion (with no discount above
$15). So the impact is an improved balance sheet, which could attract big money to come in and reduced interest expenses
