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AquaBounty Technologies Inc

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AquaBounty Technologies Inc AI Insights

Informational only. Not investment advice.
As of 2025-12-29

Snapshot

  • Zero revenue TTM with -88.5M net loss and only 951K cash remaining - runway under 2 months at current burn rate of -6.7M quarterly[Cash and Equivalents]
  • Working capital of -10.5M with 7.9M current debt due immediately vs 1.5M current assets - severe liquidity crisis[Working Capital]
  • Trading at 0.29x book value (3.57M market cap vs 12.2M equity) - market pricing high probability of equity wipeout[P/B Ratio]

Watch Triggers

  • Cash and Equivalents: Falls below 500K or new financing announcedDetermines survival timeline - current 951K insufficient for Q1 operations
  • Total Revenue TTM: Any revenue recognition above zeroWould signal commercial viability and potential path to sustainability
  • Shares Outstanding: Increase above 5M (currently 3.9M)Dilutive financing likely imminent - magnitude determines equity value destruction

Bull Case

PPE of 22.7M (94% of assets) provides tangible asset base for potential acquirer or secured financing

PPETotal Assets

0.29x P/B implies 71% discount to book - asymmetric upside if recapitalization succeeds

P/B RatioBook Value Per Share

Bear Case

Zero revenue with -88.5M annual loss and sub-2-month cash runway signals potential bankruptcy or severe dilution

Total Revenue TTMNet Income TTMCash and Equivalents

68.5K asset impairment already taken; remaining 22.7M PPE may require further writedowns in distressed sale

Asset Impairment ChargePPE

Bull vs Bear Balance

AI-generated sentiment analysis based on fundamental metrics and market conditions.

BearBull
15%

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Forward Thesis

Imminent capital raise or restructuring required within 90 days to avoid insolvency

3-12mhigh
  • 951K cash vs 6.7M quarterly burn
  • 7.9M current debt with no long-term financing
  • Zero revenue generation
Cash 951K, FCF -6.9M TTMCurrent debt 7.9M, long-term debt 0Total Revenue TTM: 0

Valuation Context

Caveats

Public Strategies Rankings

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Fundamental company data provided by Morningstar, updated daily.

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