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Re: super_trades post# 10551

Wednesday, 08/14/2019 11:26:21 AM

Wednesday, August 14, 2019 11:26:21 AM

Post# of 21996
Super,

I’m still researching your PW pick. I understand that the expected path forward is to avoid dilution. But at 15% return on each project annually they would need 7 new projects to be able to finance 1 new project on newly-generated revs. Which means either very slow growth, taking on debt or some kind of dilution to my mind. But I’m sure you see something I’m missing - can you share a bit more?

Love the float and the space. And truth be told, some “dilution” to promote growth wouldn’t be the worst thing here.

~yanqui
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