I too am one that has said that SOI doesn't matter, the context...

  1. 3,757 Posts.
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    I too am one that has said that SOI doesn't matter, the context is in the company needs to survival over SOI is what matters.

    If the company fades into obscurity, then SOI is proven to not matter, there is no longer a company.

    If a meaning full announcement drops, such as IP buy out or License deal then SOI can be dealt with with less risk to existing SH's

    It's relevance and context.

    MC in theory stays the same.

    Just for numbers, not a given or anything.

    circa $240M MC 10:1 Consolidation is still a $240M MC

    We get $60M in a Cap Raise, It;s still 25% of the company either way.

    The reality is the MC is more likely to drop even further post consolidation at this point
 
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