Aug. 5 at 4:40 PM
$OMER @seanleecfa GD has wasted all his previous anti-dilution efforts now with 67.126m, 15.6% dilution, if signed partnership in OCT, he may get the upfront cash at earliest by end of Nov, then he needs 3 months cash of
$30+M dilution again to keep about
$25M at all time due to the loan. GD is not in place to maximize value of the partnership now, he has to do a math on what is the best of partnership early possible Vs pressure of more dilution, IMO.