RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Master plan news coming I feel it speedy99 wrote: Dilution can be positive or negative. In a new growing company like WELL it is definitely a positive. We want it to grow and expand. Who here would want WELL to return to the company it was in January, 2020 just so that there would be half as many shares outstanding? Sure there would be fewer shares, but WELL would be one tenth of the company it is now, and revenues would likewise be profoundly decreased. WELL has a mandate to grow by acquisition. It has made no secret that this is its formula for growth. To date, its acquisitions have been spectacular, often buying companies at 2 times revenues, and with WELL share price of $9.80. No one can seriously deny the success of acquisitions to date, based only on a doubling of outstanding shares. I disagree with Bud's comment that the only time dilution is good is when stocks are making new highs. The measure of whether dilution is good is if it was accreditive and if it results in an increase in renenues which justifies the dilution. To date the decisions to dilute have been impeccable.
I only question the billion dollar acquisition hypothetical, because it would be so large that it would change the nature and composition of our company. I think WELL would need a mandate from shareholders before considering such an acquisition and the dilution entailed.
If they can do an acquisition and find a group to issue shares to at $9.80 (or at a significant premium), I don't have a problem with that... Bring it on, whatever size as it will boost the share price value.
However, I don't think it's a realistic scenario. You can hope for it, but I wouldn't count on it. And if I had bought in at $9.80 on a share issue and the company then less than a year after did an even bigger issue at a significantly lower price, I wouldn't be happy at all.