Rose Celine Investments 🌹(@realroseceline):Ever since @wealthmatica told me about $VOYG, I’ve been watching it and slowly learning more about the business. The stock is getting killed today after announcing $350m of convertible notes. But a business like $VOYG is fundamentally capital intensive, and if it executes, this won’t be the last time it raises capital. Dilution obviously matters (a lot), but it also shouldn’t be a surprise in this case. A nearly 20% haircut for financing a business model that was always going to require substantial capital seems excessive to me. 🌹

Rose Celine Investments 🌹@realroseceline

2026.09.23 18:53

Ever since @wealthmatica told me about $VOYG, I’ve been watching it and slowly learning more about the business. The stock is getting killed today after announcing $350m of convertible notes. But a business like $VOYG is fundamentally capital intensive, and if it executes, this won’t be the last time it raises capital. Dilution obviously matters (a lot), but it also shouldn’t be a surprise in this case. A nearly 20% haircut for financing a business model that was always going to require substantial capital seems excessive to me. 🌹