Ann: Update on Admedus shaped patch product franchise, page-45

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dgoynich

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15/11/17

09:34

Post #: 28799591
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Originally posted by buyholdsell ↑

We're not selling tupperware door to door. 7 centres mean that some of the worlds top surgeons are really keen to use this product. Anyway you look at it, it is an excellent starting point.

Great thing here is that this product does not have competing products so it will be a much easier sell. There is a halo effect so if surgeons like the 3D they'll want to try the 2D and so on.

Agree that the timing is likely due to the AGM but at the same time shareholders have been hounding managers to give us more detail and deliver some good news to protect the shareprice. You cannot have it both ways.

You either believe that Wayne can pull this off or you don't. If you have lost faith in Wayne they you REALLY should sell out ASAP. If not, cut the guy some slack and give him a chance to deliver as promised. Remember, he is the only one with access to the whole picture (I would kill to see their internal KPIs and performance dashboards but it is never going to happen). There will be a lot of things happening that we have no idea about. He will be targeting profitability in the September quarter and have contingencies in place to make sure they will definitely be profitable in the December quarter. This is the way big business works.

Perfectly acceptable position not to trust that AHZ can pull this off, but if that's your position, and you're holding, then you really need to get your head checked.

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Excellent post
You have described the feelings and belief structure of most positive people...
Couldn't agree more!

AHZ Price at posting: 22.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Ann: Update on Admedus shaped patch product franchise, page-45

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Ann: Update on Admedus shaped patch product franchise, page-45

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