$CCXI is the liquid, pre-close way to own Agility Robotics, whose Digit humanoid already moves 100,000 totes at GXO and works a live line at Schaeffler, at a $2.5 billion valuation.
I agree with everything except the warrants . They are not a trade as they can be redeemed at $18 for a penny. There is no upside. You are right that the common is the only way to invest but you should have been stronger that warrants are not investable any more
I agree with everything except the warrants . They are not a trade as they can be redeemed at $18 for a penny. There is no upside. You are right that the common is the only way to invest but you should have been stronger that warrants are not investable any more
Nice callout. I was actually in the process now of digging into the cap and warrant structure