Great writeup! I will write an update early next week -- the cash on cash IRR on the machines may approach mid 40s after the new cost-down. We're in a bit of an information vacuum because the mgmt team decided not to do February conferences (I thought they would, now think they do so after fixing filings ~April) -- and I still think super interesting. Cheers, PA
Great writeup! I will write an update early next week -- the cash on cash IRR on the machines may approach mid 40s after the new cost-down. We're in a bit of an information vacuum because the mgmt team decided not to do February conferences (I thought they would, now think they do so after fixing filings ~April) -- and I still think super interesting. Cheers, PA
Thank you Paris, looking forward to your post!