Hi Glpg...........................because the threat mentions another 'Investment House ' mentioned. A competitor to
H appy
C happies.
I have listened to the interview with Wayne about 5 times.. I pick up on items he mentions-- worth a re-listen.
WOW ---- The get your excel spreadsheet and do some calcs., The Dreaming Chart below ? --- Yes I am aware it is early days -but the de-risking of this Coy is becoming clearer by the day.
However AND IN MY OPINION BASED ON MY RESEARCH etc if one takes the time and looks at the :-
1-2 Majors control most of the market.
AVR a new kid on the block2-Their product functions but not superior .
AVR's product proving to be superior3-Their product calcifies.
AVR's so far no calcification4-Their product has a limited life - 5-8-10 years ?? .
AVR's based on bench test @ 740 million beats months ago- 20-25-30 years?5-Their product seems to need a new valve replacement .
AVR's maybe not so early in the future.6-Their product (not sure).
AVR's has Doctors of standing - commenting on products outstanding performance to date. Also the quick and
visual recovery of the recent patients 7-Their product contains 600 stitches
. AVR's 40
etc etc ----- 8-It is a multi $0,000,000,000 market currently shared by 2
9-
Maybe a share for AVR- say just give us $1,000,000,000 to start - not greedy !!! Could push AVR's MCap to $3/5 bill. ??10- Should you need a valve replacement - considering, results to date -which do you think your Dr would choose. -
If they knew about AVR's 11- If you were a CEO (BoD) of one of the 2 biggies and you are fully aware of AVR's product -- watching watching watching....
would you let a little minnow take away your profits with their superior product ???? 12-The first mover will trigger a stoush in my belief. Wayne said an approach has been made - Now surely the other Coy is now aware of that ???
13-Who will move first?
14-Have either been building a small pocket full below 5% Or either in bed with other friendly Coys (not connected) building less than 5%
15-
Could AVR bring the product to market? At what cost? Big challenge me thinks . By the way - love to know if the sheep carrying AVR's valve is still alive ??
Happy to be corrected....
ps Wayne did say in the interview -something like "----hoping to get some news out after 30 days (5 gone already on latest implants ) as the Doctors who performed the implants are keen to get their names out there too' . This alone would be a powerful statement for AVR's product.
(20min delay)