OSP osprey medical inc

I don’t see it that way. I see high probability of dramatically...

  1. 1,982 Posts.
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    I don’t see it that way. I see high probability of dramatically improved sales in the next 2 quarters. I see institutional support now and even more so come cap raise time. I see the possibility of a big pump before the raise. I also see medical stocks rebounding and this one is not only the most battered, but the one with the most potential. Don’t ask me, ask a Fundie when this stock was 120m market cap.

    I go back to comparing it to the formerly 4 Billion market cap NAN. We are more than 400x away from that valuation. There is a limit to market expansion and market penetration. If NAN can keep growing, I don’t see how OSP can’t “start growing”.

    If fundies can compare and analyse NAN to OSP when OSP was 120m market cap, they sure ought to do some more analysis and comparisons now since the divergence of valuation is now 100x more extreme.

    Plus the OSP business is now more mature, and it has made it past the most difficult of times during COVID. It is “de-risked” in the sense the worst news is behind it, the business is “completely and internationally” set up.

    Less uncertainty, but the stock price is 100x cheaper. The best you can argue is the risk has remained the same, but with much more upside potential “for free”.

    You buy an asset, the prospect of it losing value or going 1x down will always be there. It is not specific to OSP. You argue you can get OSP cheaper, is the same as saying you can get NAN or Telstra cheaper. But the market is alive today and everyday people buying and selling millions of different assets.

    There is trillions of dollars of monetary liquidity waiting outside and only 8m market cap OSP. The sellers are running out of chips. They never had much chips or bargaining power to start with given how diluted they are already. Market sentiment for medical stocks is starting to steady and improve.

    Sellers vs buyers. The sellers have already lost. Sellers had 10 years time to sell the OSP stock and they have decided to do something “smart” or “original” or “responsible” NOW out of all times selling at rock bottom prices. Buyers are using a tiny portion of ie BRN profits to buy an extremely large portion of OSP for next to nothing.

    I’m surprised Chinese money has not wiped clean the OSP register 888 times yet. I guess patient accumulation is always the way for smart money.
 
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