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I don't have time to write a full article right now, but I wanted to communicate the important information.
I am selling my shares of Twist Bioscience and am pulling the Margin of Safety ranges communicated to members. There's enough information I know to be true in the short report published by Scorpion Capital today that it seems irresponsible to recommend the company for investment. The risk here is that the company slides to a market valuation well below $1 billion, down 43% from the current price.
The company announces fiscal full-year 2022 operating results on the morning of Friday, November 18. Better to watch the company from the sidelines for now.
Further Reading
- November 2022 short report from Scorpion Capital
- July 2022 company update initiating coverage of Twist Bioscience
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