AVR 0.48% $21.10 anteris technologies ltd

Hi guys and gals and bots Lots going on in life WP said no to...

  1. 431 Posts.
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    Hi guys and gals and bots
    Lots going on in life
    WP said no to questions this time. Agm will be a smallish affair.
    I offered but hinted there is so much In the open now that not much left to ponder. WP agreed. Let's be real here - there are some fantastic researchers and posters who have dug up every single fact that could posdubly be public knowledge.
    Eire, wazza, barra, ciroc, bottle, musky, the chris's among many others. From my own personal perspective there is Jack sh1t left to ask WP that isn't confidential that he can share. Trust me i have tried!

    Me personally am off to UK for a job as principal engineer for large (effing massive) underground project. Dad dying of cancer so spending a large chunk of my time visiting my true best mate in hospital watching him die. Not a good time but an interesting one. In the hours left I'm pretending I'm a tradesman by fixing stuff that wasn't broken to the point it no longer works so we can rent the house.

    Regarding AHZ- I'm not finding the time to jump into hotcopper much for reasons listed above.

    However i stopped stressing a few months ago as the last pieces of the puzzle became evident. A few things ...

    1. Imo, AHZ has passed that threshold of a spec play. Now it's a patience play of there is such a thing. The pipeline is there which is the key to success. WP hinted in an email many moons ago that that key to 50% market share of that $3b pie chart was getting at least 10 tissue products to market. Tavr is cream on top and a massive layer of cream.

    2. Tavr has serious and real potential to be bigger than people who don't follow this stock closely could believe. From my understanding there will be no co development deal. We are at such a late stage of advanced development that WP suggested that he would go straight to co commercialisation deal. That will be one of those events where one day you are watching the sp drift, then boom a trading halt, a deal around 9 figures that you dream of, and then a step change re-rate. From my understanding the intent is for that deal would likely happen this year if it happens. I assign a very high probability due to the following facts. Cycle testing complete, tavr advisory board, more patents filed, animals trials soon, vp recently hired.

    3. Near term price motivators ... maybe an infusion deal and / or another IDN. If this happens and there is real strong chance of both. Can't predict the share price but it's contributing to exceeding WP forecasts which don't include these deals.

    4. Recent 4c adapt revenue was below my personal hopes but in line with forecasts. This will be the first quarter with full 3d sales , india, Canada, health trust idn, etc and considering the lag between making the 3d sale and getting the cash (ie receivables) the 2.2 result was pretty good.

    Dyor and Gltah and I'll get more involved in hc again in a few months once I settle into the UK.

    CHEERS
    David
    Ps one of my chooks died a few weeks back- his name...

    Skits Morgan power

    I took that as a sign the sells are dead and guess what - the sp spikes. I'll miss my chooks.. the little buggers are 3 for 3.
    Last edited by dgoynich: 03/05/18
 
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