$arvn off cycle grant, while a bit sleazy, seems like a big bullish tell on upcoming data and Vepdeg recut of a deal... @AndrewRangeley @1MainCapital @given2tweet

anybody have conviction on $real consignment rev growth either way? if consignment revenue growth decelerates then you just have a breakeven business with 400M in debt, and prob can't cut their way to prosperity, and there would still be value in a sale but who knows how much. But if consignment accelerates it should have very high contribution, marketplace flywheel, and would likely be a really good business and strategic asset.

seems like $ZVIA should be forced to do some type of strategic merger or distribution deal, as its either that or keep struggling and burning capital. If they did a strategic deal would think stock would go up a lot - but hard to bet on losing team to make a good move.