RE:$AEP.V Q3 Analysis, Q4 and F2022 outlook, valuation and PTGreat analysis.
A few thoughts and concerns that I have.
Do we know how much of Q2 & Q3 revenue growth was driven by increasing material input prices (ie. lumber) that Atlas passed on to customers? If lumber prices were to normalize to back to hisorical norms, would this have a big impact on Atlas revenue and revenue growth?
What will the impact be of the ~12M warrants expiring here in the near term? Current market price $0.63 (as of last close) is higher than the avg. $0.60 strike price. Won't this mean most will exercise buying at $0.60 and selling in the open market at $0.63 for a profit? Won't this put a ton of downward pressure on the stock in the near term?