I went to the presentation last week. It wasn't long but it was to the point. There were a few questions and I noted the audience was mostly HNW investors with a few brokers and small cap funds (there may have been a specialist journo or two). Of course the picture that is painted is a good one but the audience weren't the types that were not able to see through that.
Anyway, I spoke with a few people that I know after the presentation and they liked the story. They asked BB questions (about revs, and approvals, and business growth etc) individually afterwards and they thought he was a straight shooter. I didn't hear any concerns from them. One or two thought his background out of cochlear was a great thing for a device company that is trying to 'get started'. They saw there were risks but they also thought it was about the right time 'to get in'. I said I couldn't agree more.
They're my notes of the meeting so I have to concur with Rat on this one. GLTA
LBT Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held
