CRCL过于投机;其尚未产生收入,烧钱以支付开支/薪资,且资产负债表规模较小。
逐段跳播
嗯,他们有足够的钱支付账单。等等,这是一张很小的资产负债表。1000万美元。这是一家小公司。流动负债为7。他们有现金支付账单。他们有现金支付账单。
of Well, they've got enough to pay their bills. Wait, this is a tiny balance sheet. 10 million bucks. This is a small company. Current liabilities of seven. They've got cash to pay the bills. They have cash to pay the bills.
所以那没问题。如果我看收入,是的,没有收入。所以他们只是在烧钱。所以他们处于收入前阶段。我的意思是,这只是一个计划的概念。
So that's fine. And if I go to revenue, yeah, no revenues. So it's just they're just burning capital. So they're pre-revenue. I mean, it's a this is a concept of a plan is what this is.
而且他们的现金流在六个月内为负600万美元。他们必须筹集现金。哦,拜托,老兄。你在说什么,伙计?那家伙在彭博上确实说了,我的意思是我可能听错了,但那家伙确实说:“哦,是的,我们很幸运不得不筹集更少的资金。”
你在说什么,兄弟?你纯粹是在筹集资金来支付开支。这一切都用于现金流,或者用于开支,用于你的净亏损。
And their their cash flow is negative6 million bucks in six months. They have to raise uh cash. Oh, come on, man. What are you talking, dude? The guy literally said on Bloomberg, I mean, maybe I misheard it, but the guy's literally like, "Oh yeah, we've been fortunate to have to raise less money." What do you, bro? Like, you are literally purely raising money to fund expenses. It's all going to cash flow or uh to to expenses to your net loss.
如果你筹集资金,而公司本身在运营利润上运行,你筹集的资金用于扩张或某种增值项目或计划,那是一回事。公司现在基本上只是筹集资金来支付工资。那太早了。
Like it's one thing if you're raising money and the company itself is like running an operating profit and the money you're raising is going into like expanding or you know whatever some kind of margin accreative project or plan that you have. The company's just basically raising money to fund salaries right now. That's pretty early.
太投机了。尽管9600万美元的市值,那很小。你知道,人们可以炒作交易。
too speculative. Although $96 million market cap, that's tiny. You know, people can meme trade that.
让我也看看昨天的情况。我想看看是否有来自昨天的沃勒评论。
Uh let me look at yesterday as well. I want to see if there's any Waller commentary maybe from yesterday.
这个频道对 $CRCL 的历次判断
Meet Kevin 在这只股票上只有这一条判断。