Hi William, I have had my fair share of the personal attacks, accused of false motives ect and when making my last, reasonable, right of reply, been referred to as a mewling cat, lol, by yourself, zero intervention posts for far worst cases, just saying.
That’s all background noise, and par for course on a public forum, and far off the topic.
The topic, Key Partnerships; is 100% the focus the company should be aiming at, I honestly do not see Anteris moving from a R&D company to a manufacturer and distributor. This would take years in the making and requirements of hundreds of millions to do so, this when the company is in a continual quest for far, far smaller amounts of funding to forward its current IP.
If this was not done the company would have been hugely remiss to have not done so, good governance should commission experts to deal with matters that are outside their expertise.
My interest is on the intentions of SIO; do they sell down their current holdings to possibly uptake their option rights?, or reveal their hand by going over their current 20% or so.
Will they be the entity that will engage in a off market bid for the company?, have a huge launch pad to do so if they wished.
I think that, other then them, a buy out will come via a off market bid, any buying via on market would be at a huge premium, if at all possible.
It also does continue to be a concern (for myself) that this has not happened yet, most particularly when the upcoming approval is almost a given. Even at 3 or 4 times the MC of this company it is ‘chump’ change to the top two incumbents.
Imho, not advice.
AVR Price at posting:
$8.68 Sentiment: None Disclosure: Held
(20min delay)