Cape Fear Advisors on Mythryl: “A supplier funds a customer. The customer's lenders decide how much…”

A supplier funds a customer. The customer's lenders decide how much of the resulting spending has to come back to the supplier. Four filed agreements, July 2025 to August 2026: from about 27 cents in the dollar to about 40.

capefearadvisors.substack.comNVIDIA, What Comes BackA supplier that funds its customers gets paid back by the sale. How big the sale has to be is written into somebody else's credit agreement, and it has been rising.

22/8/26, 4:11 pm0 reposts1 like

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