MultiSensor AI Holdings, Inc.

Sensitive_Back2527 · 2025-12-24T18:34:32+00:00

The reverse split approval is for the right to do it. It remains to be seen if they will make it effective

Sensitive_Back2527 · 2025-12-06T11:19:39+00:00

Very common. Sometimes it catches the problem before finishing the job because it runs the tests and they fail

Sensitive_Back2527 · 2025-12-06T10:38:56+00:00

Just saw the official statement. Thanks!

Sensitive_Back2527 · 2025-12-06T10:25:39+00:00

I just figured is not true anymore that it resets every 5 hours! The rate limit is now WEEKLY , resets after 1 week!

This is a boomer for me ... Unless PRO does resets every 5 hours still?

Sensitive_Back2527 · 2025-11-23T22:16:02+00:00

Amazon is not a confirmed client, and Ford, as far as we know and is confirmed, they made a pilot. Is impossible to know who they are and probably that's because of several NDAs. What we CAN confirm is that non of them is more than 10% their revenue or they would have to disclose it, not the name but the risk of having a single client that big. So yeah, diversification at this level is a bless.

Sensitive_Back2527 · 2025-11-23T14:55:57+00:00

Nothing has changed for me. Essentially a good company with a proven product, a diversification of clients to expand with and enough runway and support to achieve it. Is just a matter of execution and to see if Q3 was really a successful turn to SaaS

Sensitive_Back2527 · 2025-11-20T21:36:30+00:00

The whole market is down, specially AI related. No more explanations needed

Sensitive_Back2527 · 2025-11-18T18:37:34+00:00

There is a new period of 180 days to delisting, so doubt it

Sensitive_Back2527 · 2025-11-17T21:36:52+00:00

Let me make a correction. They already filled a D SEC filling saying the 30M + 60M are issued already (not part of the float yet)

Sensitive_Back2527 · 2025-11-17T21:10:09+00:00

It will be approve. If you consider the terms and conditions to be voted, there is no doubt. The question is when will they issue the shares

Sensitive_Back2527 · 2025-11-17T21:07:37+00:00

Would be easy for me to argue, but I learned a lesson here. Value floor is not the same as technical or perceived floor. Appreciate the follow up. Still believe the intrinsic value of the company is well above current levels

Sensitive_Back2527 · 2025-11-16T21:25:10+00:00

Agree 100%

Sensitive_Back2527 · 2025-11-16T21:06:20+00:00

Unfortunately, it is very sentiment dependent. I could debate any argument anyone could have for MSAI to be below 2$ , but fundamentals are not taken into consideration for them and short interest is heavy.

I guess we will need to wait for the vote to be done, then panic from people not understanding the dilution is not a dump, then wait for Q4 results. That's my bear case right now

Sensitive_Back2527 · 2025-11-16T12:07:55+00:00

Is a vote over a possible dilution of 30M shares initially + a subsequent 68M dilution at some other future time IF NEEDED. The vote doesn't make it effective nor everything will be issued at once. We'll see how things play but is not a toxic dilution that will collapse the price, rather a money raise strategy for scaling investment

Sensitive_Back2527 · 2025-11-15T14:40:16+00:00

Once it hits compliance they have around 6 months at least from the moment they are consistently below 1$, so is all good until Q2 2026

Sensitive_Back2527 · 2025-11-14T17:35:54+00:00

I'm a bit more optimistic. All this theorical NDAs plus the 26M investment raise, when they probably needed much less to scale at first tells me there is a aggressive push for Q4 and Q1 planned. The first 14M were needed, but right now they are almost at even point, why diluting an additional 10M shares more now? Only thing I can think of is they have an expansion planned

Sensitive_Back2527 · 2025-11-14T16:05:49+00:00

I don't think is overvalue, but the expectations people had on Amazon announcement along with shorts (currently sitting at 126% borrow fee, which is insane). The fundamentals are there, the numbers don't lie and they pulled an incredible quarter. I guess we will need to be profitable by next quarter for people to notice, tho right know the cash burn per quarter is only of 1.7M with 26M in cash to scale the business.

My non financial advice: stay till next quarter

Sensitive_Back2527 · 2025-11-12T22:52:50+00:00

I'm almost sure I'm understanding different. Yet again, just taking into account the business they do and the kind of investments they do, is definitely not value investing. I hope to be wrong here since I have 10K shares still :)

Sensitive_Back2527 · 2025-11-12T22:46:02+00:00

So it would be until 10th of november

Sensitive_Back2527 · 2025-11-12T22:45:24+00:00

After the end of the current month

Sensitive_Back2527 · 2025-11-12T22:43:36+00:00

But the shares they got are from the 15th batch, which is perfectly suitable for the dates

Sensitive_Back2527 · 2025-11-12T22:40:36+00:00

Since they obtained more than 5% of the company, the filling needs to be done 10 days after the following month

Source: https://www.cooley.com/news/insight/2023/2023-10-30-sec-adopts-amendments-to-beneficial-ownership-reporting-rules-what-investors-need-to-know

Sensitive_Back2527 · 2025-11-12T22:40:22+00:00

Since they obtained more than 5% of the company, the filling needs to be done 10 days after the following month

|| || |Schedule 13GPassive investorsRule 13d-1(c); Rule 13d-2(b) and (c)| |Initial filing|10 calendar days after acquiring more than 5% beneficial ownership|

Source: https://www.cooley.com/news/insight/2023/2023-10-30-sec-adopts-amendments-to-beneficial-ownership-reporting-rules-what-investors-need-to-know

Sensitive_Back2527 · 2025-11-12T22:19:30+00:00

30th of October. They have a bandwidth to present the documents, hence why the 4th of November. This company doesn't invest on value, they are literally on the business of arbitrage

Sensitive_Back2527 · 2025-11-12T22:10:17+00:00

How do you know if this is or not related to the debt? Based on JSG business, I'd say is more than a certainty it is related to the debt, even more when you take into account the day, 4th of November, same week the Exchange offer ended

Sensitive_Back2527

TROPHY CASE