AVR 1.08% $13.14 anteris technologies ltd

And most likely to increase, does seem to always be the greater...

  1. 2,411 Posts.
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    And most likely to increase, does seem to always be the greater part of total outgoings.

    What will never be disclosed, arguably, for sake of sentiment, is what is actually required to optimise the part to commercialisation and bring it about in the most timely manner, time here will literally cost the Company hugely in funds, more dilution and time for Competitors to retain their footprint/first movers advantage in this field.

    The worth of the IP would/should become evident, ?, if ample funds were at hand, that amount ideally at what levels?, 80/ 160 mill in hand; I.e: is funding holding back the potential of the IP, …. most certainly at this time the sentiment.

    It seems spec companies have one chance at ‘glory’, blow that and the next time around it is a hard slog, as most evident at this time, no amount of positive announcements have moved this Company in the last two years.

    One thing that is to WP’s credit is the lack of options in the last two CRs, would have been hugely beneficial if this had been par for course for every other previous CR, and also the ability to find backers, though them at the $23 CR perhaps rueing their decision.

    Have never said he was a bad CEO, he has had and will have huge challenges to overcome, but WP has certainly erred, imo, with the way he has raised expectations and not delivered, two past years, and in the words of chillydog, which should have been factually ‘transformational’, far from it.
    The no more CRs and cash flow positive calls was a huge miss- call, the impacts of which, arguably, still felt in many ways.

    If there is any potential suitor in the wings you would have to wonder; at what level the sp will be before they express and act.

    A partnership announcement would entail what conditions, bearing in mind the Starbright episode; keeping in mind that, would this change the current status quo?

    Ihmo.




 
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