AVR 0.89% $17.75 anteris technologies ltd

Good, bad and the ugly.

  1. 2,371 Posts.
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    More bad and ugly than good, pass this up if only interested in the ‘good’.

    With resume of trading what are the prospects of this company, even taking into account the ‘good stuff’?

    Good stuff; pending approvals (?), TAVR (?), SB on board (?)

    Pending approvals; approval equals immediate and significant revenue? Imo, no, will be a time lapse before significant revenue happens.

    TAVR; Way too much hope hinged on this, game changer? No, not in the foreseeable future, imo. Again why?, Any JV (?) at this early stage will see no revenue, at the most, minimal upfront money with no commercialisation prospects for a decade, IF JV announcement made; traders play ground, sp up on hype then down on reality, reality that though R&D costs basically covered NO revenue AND no guarantees of success.
    Further this could be developed successfully the more valuable it becomes, Admedus have no hope of achieving this, imo. Will be a buyers market, not a sellers.

    SB on board; company saver, no doubt about it.

    Third party has arrived, Sabby then PFG now SB, imo, likely (SB) to be the more savvy out of the three, first two were big fat fails.

    Is SB gain equal to shareholder gain?, unless to flip ...Yes, to a extent, take ‘private’.... No. Have expressed my views on this previously.

    On resume of trading anything WP announces will have to overcome; previous loss of credibility and faith, imo. Bearing in mind his job is ‘to talk the company up’, with folk remembering that Yes, this is a speculative company, WP talking the talk, every utterance suspect.

    Bad; Only SB on board, how long will that money last, SB know it, WP knows it, the market knows it, we know it, not blerry far at all. Where to then??, hopes pinned on TAVR, approvals, WP spiel! Good luck with that.

    Good; With shareholder approval; further dilution via other major sub holders plus funds from sale of Medical division, imo. Again, imo, need 14 mill plus to have a fighting chance for Admedus to prosper.

    Enough, constructive counter arguments welcomed, not ‘idiotic’ comments like ‘Your words could led to this company becoming insolvent’, my mind is opened if I have erred or been too ‘simple’ in my outlook, happy to be corrected.

    Cheers.
 
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Last
$17.75
Change
-0.160(0.89%)
Mkt cap ! $341.1M
Open High Low Value Volume
$18.00 $18.10 $17.65 $53.47K 2.992K

Buyers (Bids)

No. Vol. Price($)
3 285 $17.65
 

Sellers (Offers)

Price($) Vol. No.
$17.75 2141 1
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Last trade - 15.58pm 16/07/2024 (20 minute delay) ?
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