I did something similar a few weeks ago, after the investor presentation, and came to similar conclusions to you
@conrad11 , so good to see great minds think a like.
Although, for your option 1 to happen, my calcs indicated that steady growth wasn't enough and that we need to increase to 15-20% (up from 9.3%) to get through with no injection of funds..
It would be great to get clarity from the company as to what path they are taking, but if it is a "we can trade our way out", there's not much to report aside from waiting for the quarterlies which should show that this is happening.
If a sale of investments or CR is on the cards, it would be good to know sooner rather than later, and we can get on with it, instead of watching the SP slowly erode based on the assumption that it is coming at some point.
Just glad I'm in a position I can hold through this, and don't have commitments that would force me to sell at record low prices.
