B · LOW conviction · SWING · 2026-08-20
3.37Entry reference
3.71Model target
30.0Max hold (days)
15.0%Model allocation
Wilson Liam Daniel · COO
COO Liam Wilson bought ~$100K on Aug 20, a large 44% bump to his own stake — genuine C-suite conviction into a beaten-down name (down 30% over 20 days, below both MAs, 54% off its high). But the size is at the floor, it's a single non-CEO/CFO insider, and fundamentals are ugly (revenue -50% YoY, negative gross margin, debt well above cash). Small starter position only.
Watch: Revenue -50% YoY, gross margin -32%, negative FCF; debt $1.04B vs cash $716M; falling knife below ma20/ma50; single insider, no cluster; buy size at minimum.