AVR 0.65% $15.50 anteris technologies ltd

What are the positives?

  1. 1,490 Posts.
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    Has been a rough ride of late, but I think there are some positives worth calling out:
    • Consolidation means that we will eventually stabilise at a respectable level
    • Stock market crash has not obliterated SP (common post Corona Virus rebound!)
    • SIO did not to convert at a massive discount
    • We have a reasonable amount of cash ($9M plus $7M in Term deposits)
    • TAVR is (slowly) progressing
    • Potential for other new Adapt applications (I believe we are working on more than just TAVR)
    • Costs are decreasing (there will have been one-off transition/redundancy costs that should disappear - we will no more on this at the upcoming quarterly)
    • Potential for upside in the Le Maitre deal (particularly with new market entries)

    Anything else that I have missed?
 
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