6/5/24 - vrockstar - 
CHPT - 3 yrs of cash burn runway generously (probably more like 2), trends last 2 Q's have been particuarly bad, electric factor/ hype has defn taken a backseat in the last months and simply put there's a lot of dilution happening here too at the stock comp level. i'd expect a raise at some pt which probably holds the upside hostage and if you were so inclined to bet on the long term (very heady analyst estimates for growth in the 2-3y context - i'd not do this, but you do you), then perhaps you'll see a better entry in the coming weeks/ month(s) esp as higher rates further pound these higher discount rate biz's into the ground.
CHPT - 3 yrs of cash burn runway generously (probably more like 2), trends last 2 Q's have been particuarly bad, electric factor/ hype has defn taken a backseat in the last months and simply put there's a lot of dilution happening here too at the stock comp level. i'd expect a raise at some pt which probably holds the upside hostage and if you were so inclined to bet on the long term (very heady analyst estimates for growth in the 2-3y context - i'd not do this, but you do you), then perhaps you'll see a better entry in the coming weeks/ month(s) esp as higher rates further pound these higher discount rate biz's into the ground.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.