With all the opportunistic buying from PE of beaten growers that...

With all the opportunistic buying from PE of beaten growers that are cash burning, it wouldn't be surprising to think these guys might be on someone's target list.

I made a reference to them in my recent article on Business Models & Valuation (link here).

They're guiding for EBIDTA positivity to be Achieved in Q1 of 24, which means they likely don't have enough cash to get to cashflow. A re-rate may still happen by purely achieving the EBITDA milestone though, given they are looking too cheap at the moment. I see a lot of potential in the future, but it remains a little risky at the moment.