Hello everyone, I tried watching the presentation, watched first 40 minutes till when Yves handed over to Siraj.
I have also read some of the highly liked posts from today.
I need help understanding a few things.
1. What was Lebby’s mistake ? Please be specific, don’t tell me he “lied” to us, tell me what the exact lie or misleading information was I want to know what I missed.
2. Why do we feel that this time around things are different ? I felt like I’m hearing the same stuff again that we have a great product and we are working with customers, only thing different is that ramp up was pushed from 2025 to 2028. What else is making people feel different this time around?
3. If ramp up is not till 2028 how are we financing the next 2-3 years ? What’s is our burn rate and at this low share price how much dilution do we expect ?
For full disclosures I have been here more than 15 years, at one point I held 110,000 shares, I currently hold 40,000 (20,000 I bought a week ago)
And I have lost a lot of money here.
Please help me understand what is going on here to the best of your ability. Bullish and bearish posts appreciated as long as they are useful and respectful.
Thank you in advance
Best
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