AVR 1.11% $11.55 anteris technologies ltd

Admedus Immunotherapy Deal, page-27

  1. 8,037 Posts.
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    One thing I've figured out over the years with stocks is the reasons why stocks rise when they really don't deserve to rise.
    I've always looked at stocks that rise and look through their announcements to see what is the reason.
    And every time I find a couple of the most common reasons.
    Either they're in the process of doing a CR or they are having shares come out of escrow.
    One other reason less commonly visible is they're running out of cash and they are going to do a CR.
    So I ask myself what's the go?
    What comes to me is brokers are guiding their lambs (customers) into buying the stock.
    Then it becomes a case of bag holders caught owning the stock and every man for themselves.
    Every CR Ahz has had and every CR other stocks have had, you'll see a rise in sp before the CR is announced and you'll see a rise when the CR is finalised.
    When they announce shares are going to come out of escrow you'll see usually a sp rise. Again I say brokers are guiding their lambs to buy.
    The CR's have been cut from ahz's plans. So the brokers can't use and abuse the stock for their own gain. There has been some short term pain due to this. But eventually the more conservative investor who'll trade on their own without a broker and has a good amount of coin will not be able to stay in the sidelines waiting for the revenues and fundamentals to align any longer and they'll take a position when they know cash is not an issue and revenues are consistently growing.
    I was asked what this company needed by someone in the top 5 and I said they need to grow revenues. And I've said they need to release products to do this. So far we have 4 from Adapt but we need at least 10 to get to a big profit imo.
    Another way around it is to have cash to have more reps.
    Tavr and hopefully an injection from someone taking a vac stake can provide cash to more reps out their generating business. ATM we've got a handful of reps and to do the revenue we're doing is a massive achievement by the board.
    The investment in a tavr is a master stroke. A low hanging fruit that could give us a massive boost with a partner. Less sutures, our leading material and less time to assemble for surgery is the standout points differentiate us from the others.
    The roadshows have been a slog for WP but when the two hurdles have been conquered (vac consortium and a potential tavr partner) this year the bigger US players and Australian players will not be able to sit by and miss the certainty we'll have with the cash which will mean more reps, no CR's and exponentially growing revenues, with our material used in tavr and to boot 4c medical TMVR
    Lemaitre has more than 10 times the reps we have. So if you compare what we have and what we're doing, you straight away see we've been doing an outstanding job penetrating the market.
    And that comes back to the quality of the products and the quality of the boards ability to manage the company's strategy.
    This year will be the breakout year
 
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