I agree with you on uncertainty, however, a calculated risk on forward looking outcomes is how real life changing money is made.
I am very comfortable with the assets - patents filed, assets progressing, research and conversations with medical team, inventors & reading announcements around FDA progress, researching competitors and addressable markets.
I am very comfortable with the management team - live and breathe this beast, good communication, added FDA expert and seeing progress towards FDA approval. Moving to NASDAQ ((in my opinion - the right move)) seeking FDA approval and clinical trial commencements in the USA.
I am very comfortable with the Diversified portfolio, Money in the bank, Near term catalysts for massive re-rates. Near term revenues from Clarion Clinics, USA/NASDAQ exposure.
I am not comfortable with the SP because in my eyes it is wrong and at some stage it will be corrected through a take-over bid or trading on the NASDAQ.
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I agree with you on uncertainty, however, a calculated risk on...
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