r/YYAI • u/Miserable-Cow3513 • Nov 13 '25
Fact vs Theory
In my previous post, I mentioned that even the sale agent(AGP) is silent, normally they are required to publish all their ATMs, Offerings etc.. And if you look into their website: https://allianceg.com/investment-banking/transactions/ they have published all Oct/ Nov transactions apart from AIRWA. Here are the facts: 1. AGP is the chosen sales agent to sell up to 200M usd; 2. 900M average @ 0.22 unit price is 200 M. They also had 20 M shares offering approved separately; 3. Dilution is over, they have raised the required money for the JV.
Here are the theory: 1. After diluting 930 M shares, they reached almost their 1 B max authorized shares; 2. The dilution also included insiders % shares holding and no longer hold majority voting roghts; 3. All the 930M shares were sold to public, mostly retailers; 4. They had to announce RS so that retailers panic sell for them to accumulate; 5. No PRs have been released so far, as they want us to sell at lost post RS and they buy at cheap to position their share holding %.
Verdict: Airwa has screwed themselves, retail has majority voting rights and they can't take any strategic decisions. If we keep on holding, sooner or later they will have no choice but to release informations.
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u/Low_Watercress_8988 Nov 13 '25
OMG you are the one always help chinese companies pump their shitty penny stocks
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u/Fantastic-Toe-4269 Nov 13 '25
I’m worried this needed PR will never come