🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-23 11:39:23时区推断·⟳ 抓取 06-03 23:11:17回填·⚡ 决策 06-18 00:22:28·132.1 天前
KOL看空Enablence(ENA.V)债务问题，SIVE仅为提及
📄 原文Serenity↗ 原文
So Enablence ( $ENA.V ) / NxN Star Coupler after I mentioned them with $SIVE. And if it's a good long given O-NET. For…
不做 SIVE.US
推文实质看空ENA.V(Enablence)的高债务与资产负债表，对SIVE仅为同板块提及，无针对SIVE的实质性新信息或方向指引，属于噪音。
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So Enablence ( $ENA.V ) / NxN Star Coupler after I mentioned them with $SIVE.
And if it's a good long given O-NET.
For me personally, if you go into finances, the amount of debt ($55m+) is more than their entire marketcap.
So there's $29.M convertibles.. and more debt loans at ~14% interest.
Whatever revenue they generate near term can't make up for the debt they have.
Risk-reward just isn't there.
So while the company is interesting in the supply chain, doesn't mean it's a great long.
They could always figure out a way to refinance or institutions put in capital, who knows.
But as it stands, probably isn't a great idea for retail investors, hence why you gotta look into each balance sheet to estimate risk.
And if it's a good long given O-NET.
For me personally, if you go into finances, the amount of debt ($55m+) is more than their entire marketcap.
So there's $29.M convertibles.. and more debt loans at ~14% interest.
Whatever revenue they generate near term can't make up for the debt they have.
Risk-reward just isn't there.
So while the company is interesting in the supply chain, doesn't mean it's a great long.
They could always figure out a way to refinance or institutions put in capital, who knows.
But as it stands, probably isn't a great idea for retail investors, hence why you gotta look into each balance sheet to estimate risk.
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