I gotta agree with
@mercsman here.
If you were, like me, holding the view that the SS and MRE anns would rerate the stock before the CR got announced, it's now intellectually dishonest to claim this CR as an amazing move. Can't have it both ways.
I am not happy about that raise and its timing but this is not a deal breaker for me. It didn't change the fundamentals enough for me to sell any.
I'll probably even end up taking my full allotment of the SPP considering that in the next 2 weeks, there's Tesla Battery Day, SS, MRE and probably some more drilling anns due.
Shame that the raise happened before rather than after all this.
