Ann: Latest Patient Group Show Best Results to Date at 30 Days, page-46

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Vapor

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15/06/23

21:22

Post #: 68312276
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Originally posted by iceman.11: ↑

Hi Vapor, of the three; Salesman, Deal maker and Visionary, only shines in the third aspect, and that gets undermined to a large degree because that Vision has been way over under delivered.

Salesman: has failed to elicit any significant interest from RIs, on the level of tiny. All here should realise the import of that.
Makes promises that, up to date, are hugely ‘misleading’.

One year ago, on that Pro video, WP would have been better of suggesting; we hope to get to a level where our internal valuation will be $40 plus, instead of ‘our’ internal valuation is $40 plus.

One billion dollars is not enough to buy this company, have been better of suggesting; this has the potential to be of a value of one billion dollars plus, as the science progresses towards 2025.

Commercialisation in 2025; been better off suggesting that ‘by’ 2025 would be getting well and truly on track to commercialisation.

Nasdaq listing; alluded to being way closer than the reality; better of saying: once on track to that 2025 date Nasdaq listing should well and truly prime its listing on the said Market.
Allusions to interest from third parties; have suggested that by 2025 or thereabouts should generate significant interest from potential suitors.
Have way over promised and way too far lifted the expectations of any RIs, virtually set themselves to fail by not tempering that sales pitch.

Deal maker, no where near so, the ideal deal, 100%, would not have included the options overhang. 10% placement acceptable.
Anteris has zero clout, otherwise the option offer would not have been granted, it has been done before.
No offer or partnership deal been made.
Virtually the only liquidity is being generated by the ceasing and becoming Ann’s, that at the cost of inhibiting the appreciation of the sp.

Visionary; high on Vision, low on delivery, as per illustrated above. The only thing holding it together in the interim is the actual ‘measurable’ attributes of the Science, yet even that fails to ignite the fortunes of this Company.

25-30 fold increase; is this for real; a 8 billon dollar company in the next 2 1/2 years with commercialisation still 2 years plus away.

In five years the sp at $4 400!, have I read this right, 200 times $22.

My expectations way more tempered, at this time a one billion dollar MC still might be pie in the sky, only a offer in the wings will generate that.

Imho.

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Anteris have come from low $3’s in late 2020 increasing 7 fold to $22. Excluding potential takeover s etc, I’m expecting to have passed $600 in late 2025. An increase of approximately 25-30 times from todays price and an increase of 200 times for those lucky enough to to be invested from late 2020.

Edwards market cap is somewhere around A$75b on 65% market share of a US$7b market which is projected to be $10b. If Wayne is correct and those projections are conservative it may become a $14b market. In that case a 32% market share should have the same impact on market cap. I think that level and more would be achievable for Anteris in 5-6 year from now, I.e. 2028/9 however predictable for the share market speculators a year or two earlier.

A $75b market cap @ 30m shares on issue would be a share price of $2,500. So I believe $600 towards the end of 2025 a possibility.

AVR Price at posting: $21.55 Sentiment: Buy Disclosure: Held
15 Upvote

3 Great analysis

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