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10:53
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Originally posted by UncleFesta
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Hey Hapman I’m reallynot sure what excuses you’re referring to that need to be made. · Thecompany growth is exceptional and accelerating. · Thefinancial performance is completely in line with the stated strategy. Nosurprise there. · Theoutlook is extremely bright, with growth across the world and new markets just startingto contribute. · MTXis yet to hit its straps and it’s outlook is also bright. · TheBARDA trial is going well. Once completed and FDA approval given, we can expecta very sharp spike in sales, as more reimbursements kick in. So.. The companyhas executed its growth strategy well and in line with plan, through a more aggressiveexpansion than previously. On yourconcerns about delays in development, I think all share those concerns atsome level. Who wouldn’t want more world class disruptive products in the market.That said, these are development works and complex in nature. It’s pretty rarethat delays don’t occur and what matters is that they get it right. DFU will happen and will make a ton of money.Breast and Hernia, while lovely markets may be more complex and not only take longerbut might best be served through “the right” partnership arrangement. Who knows..I don’t. On yourview of somehow having poorly paid monkeys working for us… Well, that just alittle stupid really. I refer you to the growth rate and execution of strategy referredto above and they fact that every capable thinker knows that swami is worldclass and paid appropriately. Our CFO runs the books, not the strategy, so I’mnot sure what your gripe with him is… He also contributes but doesn’t determinethe presentation formats (I’ve worked for enough listed companies to know howthese things work). As for DW… I fully support him. Our growth is wonderful andI don’t own another company where the Chairman is such an active advocate withserious skin in the game. My view isthat you are confusing the share price with the company performance. I assumeyou don’t think the company is way undervalued as I do, hence, I am a buyer,and you are not. Two thingsI agree with you on are: 1. We need consistent reporting. Ithink the last report is a fine proforma (actually, Id like more granular informationabout the sales and markets but understand that this also gives competitorsinformation with which to better develop defense strategies) 2. I’d like to see a sales and profitforecast. I do understand why they haven’t to date, but the business ismaturing well and its about time. I would hope that with a better understandingof what our new markets might be able to deliver, we will get this for the 24/25Financial year once this financial years results are released. I will be contactingthe company to share that view. Fes
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I have struggled to understand how it is that the market utterly fails to value this company fairly considering the future near and middle term prospects and I can only come to one conclusion.
(20min delay)
