Q: Can you explain to me in laymen’s terms the deal they made,it seems to me if the company did well in the next 2 years,for example if the share price went to $ 3.50-4.00 their warrants could be exercised at $2.95 wouldn’t dilute the shares more and put downward pressure on the price and basically screw over any longtime shareholders…Thanks
Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?
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Asked by William Ross on April 02, 2025
Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter
Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.
Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.
Q: Can you please look into the new IPO GRGD? What are your initial thoughts on the company? How do the valuation, margins and growth numbers look compared to ATZ and other fashion retailers? Thanks.
Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?