May. 11 at 7:02 PM
$VG i think interest rates the biggest risk on this name rn.
Execution has been great, with/without geopol conflict we will be profitable, arbitration mostly in the rear view…
Debt is large, but common for a company like this, just think that the market will point to anything it can to move capital away from this name… Rates give them an excuse to do that.