OTL nach dem RS 1:20 WKN: A4046T ISIN: US69012T3059 Kürzel: OTLK Forum: Aktien User: Pinoy80
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Lang & Schwarz
Kommentare 10.465
Rpunkt,
5. Jun 15:22 Uhr
0
Also wenn ich sofort erneut poste, könnte mich das System gänzlich sperren, Spamverdacht u.s.w. Ist jemand bei Reddit und könnte die neue Version bei Reddit USA posten ? :
Financial Analysis on Outlook Therapeutics ($OTLK): Why Dilution Concerns Might Be Overstated :
The recent market reaction surrounding Outlook Therapeutics ($OTLK) regarding the potential authorization of 340 million new shares and a Reverse Split (RS) seems exaggerated when looking closely at the actual financials and timeline.Here is a realistic breakdown of the math:The Science is Settled: The OND has granted the appeal, confirming Norse TWO and Norse EIGHT prove efficacy for LYTENAVA. The regulatory risk is drastically reduced as we head into the 60-day Class 1 Resubmission cycle.Existing Shares are Sufficient: People often overlook that management already has 43 million shares available. If the stock reaches a post-approval price between $1.00 and $2.00, utilizing these existing shares alone could generate between $43M and $86M. This is more than enough to completely fund the initial commercial rollout.Controlled Placement & Minor Dips: Instead of a massive crash, a piece-by-piece placement of these 43 million shares into a rising market would only cause a minor, healthy dip in the share price (for example, a temporary drop from $2.00 down to $1.80). This minor fluctuation is a completely normal market reaction, but it fully finances the commercial rollout without destroying shareholder value.No Immediate Need for 340M Shares: With $5M from the recent direct offering and $18.4M in unsecured credit lines, the company has enough runway to reach the finish line. Massive immediate dilution makes zero sense mathematically when the stock is at $0.80. The 340M request serves as a long-term financial safety net, not an immediate threat to shareholders.Conclusion: The current fundamentals remain very strong, and the math indicates that fears of near-term dilution are mathematically illogical.
Ido89,
5. Jun 15:03 Uhr
0
Lt. KI haben die User in den US Foren die Krux mit den 43 Mio freien Aktien lt. ATM Programm nicht auf dem Schirm, die bei einem Kurs zwischen 1 - 2 Dollar genügen würden den gesamten Rollout zu finanzieren. Die KI hat mir einen Post dazu kreiert, der das präzise erläutert. Hab mich bei Reddit und Stocktwits angemeldet und ihn gepostet, offensichtlich gibt's bereits etliche positive Reaktionen, merke das mein Gmail Postfach überquillt 🫣
Sorgst du gerade dafür das die Amis schön Kaufen 😉
Rpunkt,
5. Jun 14:59 Uhr
0
Die KI war mal wieder etwas schlampig, hat was vergessen, folgendes muss ich noch ergänzen :
Important addition to the math: People forget that management already has 43 million shares available! At a post-approval share price between $1.00 and $2.00, utilizing these existing 43M shares would easily generate $43M to $86M. This is more than enough to fully fund the initial commercial rollout without touching a single one of the newly requested 340M shares. This proves even further that the 340M request is just a strategic safety net, not an immediate threat.
Rpunkt,
5. Jun 14:49 Uhr
1
Hier der Post :
Why Outlook Therapeutics ($OTLK) Management’s 340M Dilution & RS is a Total Bluff – Read the Math:
The recent panic surrounding Outlook Therapeutics ($OTLK) regarding the potential authorization of 340 million new shares and a Reverse Split (RS) is a textbook psychological game. If you actually look at the math and the timeline, it becomes obvious that management is playing a strategic card to trap short sellers, not to wipe out retail investors.Let’s look at the hard facts:1. The Science is SettledThe Office of New Drugs (OND) has officially granted the appeal. The FDA explicitly stated that the Norse TWO and Norse EIGHT trials are sufficient to prove efficacy for LYTENAVA. The scientific risk is effectively gone. The upcoming Class 1 Resubmission triggers a swift 60-day review cycle.2. The Mathematical Absurdity of Immediate DilutionWhy would management dilute the stock heavily right now at $0.80, when they are just weeks away from a virtually guaranteed FDA approval that could easily propel the stock back into multi-dollar territory? Diluting now would be corporate suicide and mathematically illogical. They just secured $5 million in a direct offering and $18.4 million in unsecured credit lines. They have the runway to reach the finish line without dropping 340 million shares on our heads today.3. The "Poison Pill" for ShortsBy putting the 340M share authorization and the RS on the table, management is doing two things: creating a worst-case financial safety net for the company, and creating a massive cloud of uncertainty that forces short sellers to reconsider their positions. It is a classic bluff to keep the company flexible while they prepare the final launch of LYTENAVA in the US and Europe.Conclusion:Don’t let the bears scare you out of your shares right before the 60-day FDA clock starts ticking. The fundamentals have never been stronger, the regulatory path is cleared, and the math shows that immediate massive dilution makes zero sense. Hold your ground.
Rpunkt,
5. Jun 14:42 Uhr
2
Lt. KI haben die User in den US Foren die Krux mit den 43 Mio freien Aktien lt. ATM Programm nicht auf dem Schirm, die bei einem Kurs zwischen 1 - 2 Dollar genügen würden den gesamten Rollout zu finanzieren. Die KI hat mir einen Post dazu kreiert, der das präzise erläutert. Hab mich bei Reddit und Stocktwits angemeldet und ihn gepostet, offensichtlich gibt's bereits etliche positive Reaktionen, merke das mein Gmail Postfach überquillt 🫣
MrKnobbers,
5. Jun 14:21 Uhr
0
Ja aber trotz allem, denk an den 16.7,
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