No I'm pretty sure the naysayers are just pointing out this is...

No I'm pretty sure the naysayers are just pointing out this is another concerning development in a string of concerning news. First CRs, then selling a major asset to cover debt, now getting a possibly knee breaking loan. Current burn rate would see this money run out in only just over two quarters, what then? If cash burn doesn't slow significantly over the next quarter the share price will be absolutely decimated, as it will be dealing with negative sentiment as well as likely conversion from this deal.

Management have put growth ahead of (or as the method to) cutting costs for too long and its now crunch time. Trying to stop incredibly high cash burn via growth while input costs rise (e.g. wages, fuel costs) due to low unemployment/inflation and consumer sentiment weakens on fears of heading into recession is extremely high risk. Unless the data in the next 4C shows a clear change in trajectory I would be very cautious investing in this company.