Arqit Has Cash Reserves But Will Have To Weather Venture Dry Up

Jun. 28, 2022 8:30 AM ETArqit Quantum Inc. (ARQQ) StockARQQ25 Comments
Valkyrie Trading Society
Investing Group Leader

Summary

  • Arqit continues to be an interesting play on the quantum threat.
  • However, we are worried about the venture space and what will happen once they run out of cash given the current environment.
  • Quite a bit of CAPEX down the line with satellite launches, but they have started billing.
  • Overall, too speculative in an environment where reflexivity is in play for the stock and capital for early-stage companies has become especially scarce.
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Published on the Value Lab 23/6/22

A buddy of mine started his job around mid-May at an early-stage ecommerce company. After two days, and before orientation was over, he was given his first assignment: fire 50 people. Funding was pulled

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