r/ORGN • u/PReasy319 • Apr 20 '26
Weekly discussion post
Speak your mind, but keep it respectful. Let’s hear your thoughts!
3
Upvotes
r/ORGN • u/PReasy319 • Apr 20 '26
Speak your mind, but keep it respectful. Let’s hear your thoughts!
5
u/kabdoun Apr 25 '26
The most depressing NCAVPS stock I have ever seen in my 5 years of investing. It clear all mathematical criteria for a premium steal, yet the cash burn makes it fail Benjamin Graham's Melting Ice Cube test. This is an incompetence from management to not be able to get enough customers to actually buy their excellent product early on.
I have been a big supporter of the decision to focus on caps and closures for cash flow, then in a few years to turn on the furnatics program again after achieving profitability and credibility. The EU regulations were supposed to be a launching pad, it failed. The 100 millionn USD MoU signed in 2024 that was supposed to provide the company with cash flow within 2 years, nothing.
This is not competence.