We are taking bets - stock will hit single digits by July.
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What is the new CEO doing about this? He seemed to talk a good game at SKO and the slide just continues.
Not off to a good start.
@bg THIS.
Stock dilution is like slicing a pizza into more pieces: each existing slice gets smaller and smaller over time unless the whole pizza grows bigger (i.e. profitable growth, acquisitions, or operations that genuinely boost the company’s total value). Simply creating more shares without growth is a race to the bottom. Which is what we are seeing.
$20 by July, mark my words. I can guarantee it based on what I know.
Lmao where was that genius who was telling people to 'get a grip' cause the wider market is down?
The company has a two fold problem of massive underperformance due to incompetent management and massive stock dilution:
Dilution Summary (2016 to 2025)
Absolute increase: ~24–25 million additional shares issued.
Percentage increase: Approximately +46% to +48% (using ~52.5M as the 2016 baseline).
This means the ownership stake of existing shareholders (on a fully diluted basis) has been diluted by roughly that percentage over the ~9+ year period.
So basically if you were an employee from 2016 til now, your RSUs would've needed to keep up with that much inflation otherwise you're incredibly in the negative and losing money. Insane, hopefully people out there would've known this and hedged their positions by holding put options on FIVN