Breathtaking Incompetence, page-154

  1. 861 Posts.
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    Hey Mate

    Conversation is improving, but no offence intended, you still bring a closed minded approach and frankly that of a (very) small retail investor. Approach is likely better deployed in a cyclical revenue producing higher profile stock. I think your issue is (if not intentionally talking this down for some commercial reason) frustration or bias. Analysis needs to be more open minded, its not hope is probabilities and weightings.

    Regardless, lets call out the disagreed contentions here, see where it lands.

    • C14 - Save any duplicity (Lux-o-logic), per previous, C14 would theoretically not want to waste time. Ergo, demonstrates specialist indicating reasonable potential for interest from their TM (BP). This is supported by Becker Comments mid year. You need to disprove this, not simply dispute it, you are not the expert, nor 'johnny on the spot''
    • MC. Your point is undeveloped here. What are you trying to say? This is retail SH style commentary for this post "hype" cycle stock ie herd is currently elsewhere if you like. If we receive good news herd will re-evaluate. ie were we to be offered a T/O today based on current price, my vote would not support a sale, I suspect key SH would agree. Typically retail investors feel more inclined to 'take' an offer, deeper pockets don't look at trade in the same way. Fundamentally this is potentially massively under-priced, now and indeed at the peak SP. As Ive said, retail is not necessarily privy to all insights, we don't even have a sales pitch, etc as yet.
    • No cure/benefit. You cant prove it wont cure. Its shown a cure for Hep, right? Its shown improvement and off this Becker and if you like based on action C14 have demonstrated and or stated interest exists. Ref my Colgate reference above, this doesn't need to be offered for sale in a pretty box with someone's face on it at this stage, and never is. If it were the price would be half a trillion or so (at a guess). What of longer exposure, different combination, higher or lower dosage, different antagonist, whatever. No Benefit - we've spoken at length about what has been achieved, and broader benefit. I feel that if you were actually looking at this stock as an analyst would, you'd research actual headwinds, not just omit, ignore or misrepresent.
    • Market price sensitive disclosure - not sure I agree they are under no moral, regulatory or financial obligation to disclose they are without any prospects. Putting regulatory obligations (ASX LR 3.1) to the side, this CR you mention may be coming in a few months, what do you think they will say purpose is? Nothing? Cmon !

    No intending to upset, enjoying the back and forth, just needs to progress beyond the superficial.
 
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