AVR

8.35%

$9.99 anteris technologies ltd

"Take a Closer Look", page-836

First 836 Last

Share
Profile

Follow
wessomart

1,142 Posts.

1

17/05/17

08:19

Post #: 24732369
Share

Originally posted by wessomart ↑

For the record, here are my thoughts about this company. Again, for anyone listening.

1.) Good management team and good CEO. I think WP is actually truly passionate about the company and the industry he is in.
2.) Good product in Adapt. Seems flexible, looks like we'll have a good product range.
3.) TAVR coming in soon.
4.) Management now seems focussed on short term gains, low hanging fruit.
5.) The business needs to be restructured, and at the very least the vax becomes self funding or spun off or divested.
6.) The vaccine casts a shadow over the rest of the divisions and their performance. Market can't separate the three cleanly enough to draw conclusions.

I sent Julian Chick asking questions about future directions and any potential decisions, including divesting, the vaccine arm. No response at this point.

The problem, going forward, with this company is - aside from a messy share registry - that the market and potential partners can't separate the businesses. Removing the vaccine arm would

1.) Provide clarity to the market where any future capital raising, debt facility or external investment would go
2.) Open the rest of the business up to potential partners
3.) Provide clarity for current holders as to what, exactly, was being spent on vaccines and thus, what future savings there would be.
4.) Open the business up to a take over. Depending on your position, this is a good or a bad thing.

Many businesses have gone on to see better performance of SP and company rerates once clarifying their business and removing expensive loss making divisions from their portfolio. This company isn't any different.

On the other hand I could be completely wrong. Prove me wrong.

Expand

I find the almost allergic reactions some people have to opposing opinions on this forum to be highly amusing, however. It's easy to get painted as an up/down ramper on this place. It's just entertainment.

I think this has potential to be a great company. But the business needs to be restructured right now, or guidance given as to why this *shouldn't* happen. Why should this (all the stuff with vaccines I've mentioned) *not* happen? Clearly we're spending millions on it. Why? Why should we keep it? Why?

Why?

AHZ Price at posting: 30.0¢ Sentiment: Hold Disclosure: Held
9 Upvote

0 Great analysis

Reply

Top Stories

CBA breaks trading record on strong day for Aussie financials

QML

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

RMX

Red Mountain Mining: record gold prices, two projects, two greenstone belts

OCC

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

LAM

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

PRU

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

BIT

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

SBW

Shekel Brainweigh investor presentation webinar – the future of retail automation

As Nvidia cools, we're looking to Aussie AI

There are more pages in this discussion • 392 more messages in this thread...

First 836 Last

Add AVR (ASX) to my watchlist

(20min delay)
Last $9.99		Change -0.910(8.35%)		Mkt cap ! $211.1M

Open	High	Low	Value	Volume
$10.50	$10.79	$9.30	$1.477M	149.3K

Buyers (Bids)

No.	Vol.	Price($)
1	2000	$9.70

Sellers (Offers)

Price($)	Vol.	No.
$9.99	1999	1

View Market Depth

No.	Vol.	Price($)
1	2000	9.700
2	146	9.600
1	1050	9.500
1	1500	9.420
1	1050	9.400

Price($)	Vol.	No.
9.990	1999	1
10.000	493	1
10.300	1000	1
10.450	357	1
10.600	11800	1

Last trade - 16.10pm 06/09/2024 (20 minute delay)

AVR (ASX) Chart

"Take a Closer Look", page-836

CBA breaks trading record on strong day for Aussie financials

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

Shekel Brainweigh investor presentation webinar – the future of retail automation

As Nvidia cools, we're looking to Aussie AI

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

"Take a Closer Look", page-836

Top Stories

CBA breaks trading record on strong day for Aussie financials

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

Shekel Brainweigh investor presentation webinar – the future of retail automation

As Nvidia cools, we're looking to Aussie AI

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News