AVR 0.95% $21.80 anteris technologies ltd

Is this a Dorothy Dix question?The product; to sum up, all that...

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    Is this a Dorothy Dix question?

    The product; to sum up, all that glitters is not gold (at this time, or any time in the next 3 year or so), zero offers or partnership on the horizon, with a sp that reflects its worth. With Anteris spend on R &D is in the range of 20 mill per year the incumbent first movers in this field are spending money that makes it look like chump change. This was to be a quicker time frame than a vaccine, (as opposed to a mechanical device). it will not be.

    Progress to commercialisation; blown out from 2025 to 2028 (that’s if all goes well).

    Reasons for moderate sp; Five years to commercialisation with a company that must raise funds at every third quarter to keep lights on, that’s fine, but not at current levels.

    Entities who go from substantial holders to ceasing to be so and then continuing to repeat the cycle. With their options in the wings they can sell at major milestones and buy back in via their option entitlements (or at the next placement, at favourable levels).

    From 2025 to 2028 (Commercialisation of IP) Nasdaq listing (not on the immediate horizon) offer of 1 billon dollars would not be enough to buy this company (BOD would be tripping over their own feet to announce this offer) shows a level of credibility that is not what it where it should be.

    The ‘go it alone’ a dubious route, (a necessary one when then are no other avenues), a example of a penny stock that has done this is?

    Anteris would be in a far better position with a sp in the $50 plus range, double the sp is one less CR per year.

    Positive sentiment is where? There comes a time when so much is promised that at least some of it should be delivered, this company fails to deliver and this is, accordingly, reflected in the sp.

    At this time the BOD will have another five years of salaries guaranteed, options in the wings and with zero risk. They may want to consider some strategy that has the substance to generate a positive sentiment that reflects onwards to the sp and the ability to raise at way higher levels.



 
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