$INV collapsed from $6 to $0.30 after investors realized common shareholders were getting fleeced.
The author argues the stock could recover to $3/share—but only if:
• CEO Otworth and his allies (including Roland Austrup) are ousted via 8-K filing
• Overhead slashed to $3M/year by retiring the WTI loan
• AeroFlex and Refinity are sold or shut down—no more funding
• Dilution and self-dealing stop immediately
• $INV becomes a tracking stock for Accelsius until a liquidity event
• Accelsius raises a Series C at or above its $665M Series B valuation
The pitch: Innventure should seed companies, then let outside investors fund future rounds. The old model—insiders own 25-30%, common shareholders foot 100% of the bill, insiders pocket related-party deals—is dead.
Direct message to CEO Bill Grieco: accept this reality or you're just rearranging deck chairs on the Titanic. Time to act in shareholders' interest for once.
The author argues the stock could recover to $3/share—but only if:
• CEO Otworth and his allies (including Roland Austrup) are ousted via 8-K filing
• Overhead slashed to $3M/year by retiring the WTI loan
• AeroFlex and Refinity are sold or shut down—no more funding
• Dilution and self-dealing stop immediately
• $INV becomes a tracking stock for Accelsius until a liquidity event
• Accelsius raises a Series C at or above its $665M Series B valuation
The pitch: Innventure should seed companies, then let outside investors fund future rounds. The old model—insiders own 25-30%, common shareholders foot 100% of the bill, insiders pocket related-party deals—is dead.
Direct message to CEO Bill Grieco: accept this reality or you're just rearranging deck chairs on the Titanic. Time to act in shareholders' interest for once.