@Gantosj@catt30VA Joe - I’m very long this name and a 50-year Wall Street veteran. As is painfully obvious this name is sorely lacking institutional support/analyst coverage. They are executing in many areas impressively but need to focus here to hope to avoid a reverse split
@BambroughKevin@leadlagreport Kevin - I’m very long HG and thank you for doing such early and valuable work on this name. You’ve not commented on the recent C$6.80/Unit financing and given the size of your position and the depth of the work you’ve done on HG would be interested in your take
@Gantosj Joe - I’m very long the stock and believe in the thesis but let’s not be naive. Mgt can counter dilution in ways shareholders can’t- meaning stock option grants and RSU grants. Right?
@joceyreyes209 On a go forward basis the real risk is ongoing dilution at the “wrapper level”(INV). As an INV shareholder I would prefer to see them try to monetize Aeroflexx or Refininty as opposed to diluting our interest in Accelcius to plug the capital needs