To be honest, I stopped listing after the first two minutes after Paul's intro and was 100% comfortable with the CR. To re-cap ....Paul Hopper – intro
· “what’s really compelling is the level of international interest [in this placement] from some of the most blue-chip investors in the world who joined the register… HOUSEHOLD NAMES [emphasis mine]… including sovereignfunds and pension funds in the US.”
· “Recently we announced the CD19 deal and that really is transformative technology … and it has PRODUCED QUITE A FEWINDUSTRY APPROACHES ABOUT WORKING TOGETHER WITH US [again emphasis mine].Leslie will touch on that.”
(Wait for the recording to hear again for yourself).
My take-ways: (IMO)
- Brand new IMU international investors in the placement are strong and long holders ... sovereign wealth funds, pension funds, HOUSEHOLD NAMES, most blue chip investors in the world ... won't flip for pips.
- "quite a few industry approaches about working together with us" ... aka dance card is being booked out.
Ann: Investor Webinar, page-68
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| IMU (ASX) Chart |