Why the high short position?
Cash dropping and debt rising too much after dividend policy changed.
Something has to give. Either a trend reversal on the balance sheet or a dividend cut.
They have a history of missing estimates in this quarter. We shall see.
1. Are they experienced engineers?
2. Do they have expertise in robotics?
3. Does their expertise significantly add to that of current board members or would this be a case of "musical chairs"?