Hi Veritas Hope you’re well. The thought of a public offer has...

Hi Veritas
Hope you’re well. The thought of a public offer has certainly crossed my mind. At this low EV I surmise it’s on the radar of a number of medical device companies - 3M, Fisher and Paykel, Resmed….. perhaps a number more …..and potentially PE.

I would like to see the CEO and Board push the growth story themselves from this new low base though - and that be the cause for a re-rate.

The next six to twelve months should signal potential for this company now that the issues of COVID management (mask glut and vaccines) abate, and governments and organisations review their best practice PPE strategies moving forward. It is my hope the new sales and marketing push take advantage of elevated pull of the product from industry.

Let’s see. I am quietly confident with this little company and management team. The technology speaks for itself and I expect growth in the uptake. At these low prices I can’t help but accumulate as they are drip fed to the market. Even the capitulation Friday was extremely low volume with major shareholders sticking firm.