RE:RE:RE:RE:Is my investement thesis broken ?Hey Plisk,
Not to sure I follow you, EVOLV went public in 2021 with a blank check company with 170 M USD in cash. They still have 50 M or about in cash. So I sure hope that for the 120 M they have a lot of nice and shiny things.
You have a point : Xtract was broke before Evans took over and right now, does not have a lot of cash on the balance sheet. While it it is your right to criticize the strategy that Evans followed in his turnaround, you can not expect them to follow the same strategy that EVOLV is pursuing.
Who do you mean when you compare the EVOLV american CEO and Evans ? The old one just got fired and the new one was just annonced.
Evans will be there until next year, like it or not. Either he succeeds with One or he fuddles. As a relatively new shareholder, I assess his chances as pretty good, enough for me to hold my shares, not enough to add a lot. On the other hand, if you think he will fuddle because of his lack of connection or whatever reason, you should sell right now.
GLTA,