今天发布的一季报里最有信息含量的段落， 关于ATM 增发
During the three months ended March 31, 2024, the Company received net proceeds of approximately $345.7 million ($353.2 million of gross proceeds, net of $7.5 million in commissions and expenses) from the sale of 26,169,300 shares of its common stock at a weighted average fair value of $13.50 per share under its at-the-market equity offering program.
最新的ATM 750M 是在2月27日宣布（同时宣布原来23年的ATM计划终止）， 所以这个前面三个月的发行量是有OVERLAP新旧重合的，如果简单按三分之一计算，那么三月份发行了大概850万股，实际募资120M.
Subsequent to March 31, 2024, and through April 30, 2024, the Company received net proceeds of approximately $154.1 million from the sale of 14,789,000 shares of its common stock at a weighted average fair value of $10.63 per share under its at-the-market equity offering program.
四月份的数据就是完全按照新的ATM计划发行， 大概1500万股，实际募资154M.
所以三月，四月两个月总计新发2350万股，实际募资275M. 还差475M， 估计还要2-3个月大致完成。 希望在7月迎来“大翻身”。 个人建议这几个月有许多机会可以逢低继续建仓。