2/10/25 - $flnce - Doing some work AH -38%...

2/10/25 :: VROCKSTAR :: FLNC
Doing some work AH -38%...

- i need to get up to speed here, so any comments appreciated
- but given the net cash balance... a -40% move basically translates to reducing 1 bn in implied enterprise value e.g. -60%.
- so i ask "is the result/ down guidance worth -60% on implied valuation"
- this is one of those situations where i think all else equal the chart doesn't help
- i'd like to get more fundamental basis here... but i'll take the "over" at the stock near $8. don't think there's much more than say 5-10% downside here in the ST whereas the upside might be 2x this.
- given my being new to this name, i'm keeping the trade (very) small and it's more for sport trading px action nothing else

V