ADO 3.70% 2.6¢ anteotech ltd

is ado a buy ??, page-38

  1. 946 Posts.
    Hi Twin,

    Yes all my discussions with Geoff have been that speed is not the driving factor (of the three options). On the assumption that ADO does have a product that the market will in time want in significant volumes then this is the correct strategy to pursue, however it does leave the company open to competitive discoveries or substitution.

    What I have found is that the industry ADO is playing in does not like to make sudden moves without extensive planning and peer review etc.

    We will see (with time) if the company can deliver on its promise, as a reasonable holder of shares I am keen to see as little dilution of my holding through issuance as possible.

    Thanks for your reply Twin.
 
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