AVR 0.99% $15.30 anteris technologies ltd

My thoughts on AHZ, page-150

  1. 116 Posts.
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    Wayne has said from the beginning he will reduce the amount of announcements to avoid further pump and dumps re share price. He will be aware the only announcement that matters is something like "we are showing exponential revenue growth while overheads remain relativity constant." All other announcements are not likely to sustain a share price uptrend.

    I believe the reason we haven't seen updated forward guidance is because he will be looking to put the F16 result to bed at the end of this month and as Eire has alluded to, gather more data re sales performance so he can be as accurate and bullish as is possible/sensible. On this point the FY16 result is fantastic vs FY15 (Revenue $14.2M up to $22M, loss down from $25M to an estimated loss of $10M) This is a huge achievement in only 12 months with a major restructure.

    Hard to know whether FY18 guidance will be given in Sep or whether it will just cover the last 6 months of this year. If it does cover FY18, fingers crossed it will show a significant jump in revenue and a profit. They have proven they can deliver forecast, so hopefully this will give the market the confidence it needs to get behind the company.

    The move to a Jan - Dec is strategic on a number of levels but I like it mostly for the much stronger forecast AHZ can give to the market re it's anticipated FY18 result. This I believe is the key to Wayne's immediate share price strategy.

    All IMO DYOR
 
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