so my $10k est was about right
revenue is one thing, profit is another. any1 can discount to sell but operating cashflows over years prove MOZ is not profitable. model is broken.
they owe suppliers soooo much it aint funny! if I were them, id be pi$$ed. and what has MOZ done with that inventory, sold it AT A LOSS. So how can that be plugged??? debt, debt, debt. they got their mates to convert their debt to avoid CASH payments on interest, but the banks will demand it in blood if they dont pay up. "priced in", no, that would be admin already....mkt has priced a recovery - it can only happen in one form...CR. full stop.
the dilemma is, at ~50m mkt cap, and having to take a discount to force a CR, max you can raise at 1:1 is barely $40m....peanuts. thatll be spent in a half. so only option is to pump that SP up...pump pump pump. look out for it....!
wish you well, but this one is the type that would keep me up at night.....! 50k (or $14k invested) is right sized for this casino style gamble....roulette odds, not blackjack.
