HCT 0.00% 0.9¢ holista colltech limited

Video Interview: Interview with Daniel O'Connor, Non-Executive Director Hollista Colltech - February, page-121

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    a few reasons I can think of:
    1) it’s a very reactive news driven market.
    2) they haven’t very well articulated either an overall company strategy, or their planned response to scaling up production and or pursuing global agreements
    3) it’s actually pretty hard for a new investor to work out exactly what they do, or that they have 80 product lines. The last investor pack on natshield balm didn’t refer to any of this and frankly looked like it was cut and paste together in 20 mins

    a decent refreshed investor presentation covering
    - immediate market opportunities
    - when will (eta) COVID19 testing of pathaway be completed
    - confidence in existing production
    - path to market for balm
    - target production increases in Australian Natsheild production
    - etc

    would be the responsible thing to do. Not only will it ally any concerns on planned progress it would I think would generate more interest in the company from potential partners and they could present a lot more professionally. I put all this feedback again yesterday in further emails to Dr Rajen and investor relations since it’s been a week since my last queries when I spoke to Brett as they haven’t really acted on it yet. Will let you know if I get any responses.

    on another matter - there are increasing reports the virus can transmit transit in the air without even direct sneezing etc. this was actually previously reported by WHO then retracted but has resurfaced as a line of discussion. I have seen comment it has been found living in air vents of infected patients rooms.

    This would be a terrible thing for spread rates and infection, but would also mean the path-away building control model should be immediately picked up and implemented by Aus govt for major buildings. Regardless of any shareprice effects I really hope they do as all indications are the virus spread will get worse very quickly.

    if HCT finds itself at the centre of virus treating solutions in terms of:
    - building control
    - sanitizers,
    - balm

    I really cannot see them not getting bought out by a major pharmaceutical player very quickly, or at least partnered with one for more global firm with distribution reach.
 
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