CDX 1.89% 5.4¢ cardiex limited

We shouldn't take that at all for granted. Could be wrong...

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    We shouldn't take that at all for granted. Could be wrong here but that's the first time I've read an article with a 2B+ market Cap player mention arterial stiffness. I've said it before and I'll say it again, the quickest way to rerate CDX is for a big player to make a swoop. I know Craig's always had the "we go it alone and make our own products approach" but I really do like this approach to leave breadcrumbs. This game eats up capex so quickly as we seen. it's not easy to go it alone. Large cap execs need to shine quickly these days. Less time in roles to impress. Much easier to sell to the board to invest 150M to acquire 30 years of CDX than pay your own R&D team for 5 years to get the same answer. After a long 6 year investment I'm happy to take 5-6 multiple as a certainty than risk it all for 20. not advice, just my view. Have a good week all. PS topped up 40,000 at 17 - 17.5c yesterday, glad they weren't yours Scarlett... would have felt bad in a few months.
 
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