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I think ABK's issues were for casted and then the stock barely moved initially once it was announced. Different parts of the ABK capital structure were pricing in different outcomes for sure though. Ultimately though they went down due to a cash flow issue and cash flow claims so while I 100% agree there are capital shortages I think it comes down to cash flow to try and predict who is going under in the short/medium term.

by the way, love the tech analysis/research lately, in a stagnant global economy it is difficult to find growth companies and you have a great track record in tech so fun to watch you dig into these companies.