That is what he is saying. Yes, they had to use shares to buy assets, however the revenue those assets generate now give more value to our current shares, so we get diluted a tiny bit on the share count, but get more revenue per share, so theoretically we should get a higher stock price as we start to realize those revenues.
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Disclaimer: Of course, all of this is my opinion and you should not make any investment decisions based on my opinion. I have not received any non-public information.