Nov. 16 at 10:34 PM
$SKYT Great to see some new folks here! Attaching a few links to prior posts (pre Fab25 acquisition, but still relevant) providing my perspective on SKYT's fundamentals wrt business model and execution. Always looking for meaningful discussion, please share comments and ask questions, that's how we collectively learn. Been in SKYT since Feb 2024 (thanks, flip!) and expecting to be here for years to come. Currently digesting recent ER results, will share thoughts shortly, links below will provide context.
Tool Revenue (customer-funded tools aka customer-funded CapEx)
https://stocktwits.com/DavidPA/message/590912842
Disaggregated Revenue
https://stocktwits.com/DavidPA/message/591623202
Profit Model
https://stocktwits.com/DavidPA/message/621233324