I agree with most of what you said. Burn rate is obviously always everything. If they can achieve even a close equilibrium. Touchdown. But Super Bowl stunts screw the ratio up big time. He is trying to throw a 90 yard pass. Should he be working to get the ball down the field 8 - 12 yards a down? If the 90 yard pass is caught. You’re a genius and a hero. If it is dropped, we all blame Mary.
I doubt Todos will manufacture anything any time soon in the US. And I think they need to get further along in the process before anyone throws in with them. This is the tight rope. Borrow, borrow, spend spend. Hoping you can buy your shortcut before the piper shows up.
I think I understand GC. Except for one thing. I said I think he is a shortcut guy. But I don’t think he is stupid or an idiot (and I think those are different things). What doesn’t square up for me is why they let Abott Labs get so far in the rears?!?! I am a small business owner. When I was coming up through the ranks. There was one rule my mentor drilled into my head. He said, “never make it cheaper for them to kill ya, than pay ya”. Todos made it cheaper for Abbot to pay lawyers $250,000 to negotiate a settlement than to pay their balance. How did that happen?! Who let that happen?!
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