There is an ABN Amro analysis of AAH on the AAH web site showing no cash burn at all so the recent comment about that is ignorant and should have been backed up with some info (the huge downside of this site- people talking stocks down with no data).
I am not familiar wit Rockwell but they obviously have seen value at the current low share price. If I was in the industy I would launch a takeover bid just to get AAH's cash while receiving all the IP as close to free of charge as possible. These opportunities only occur is crazy spooked markets.
I am undecided about how long to hold but expect a pretty upbeat AGM presentation in the coming weeks.
AAH Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
