AVR (ASX) My thoughts on AHZ

Originally posted by dgoynich ↑

I emailed Wayne a few times up to severals days a few days ago and got the usual immediate conformational responses. This time, he was going to Italy with family for a week. He was going to respond to my questions that night but told him to enjoy his vacation with his family, and that we can wait so he can recharge - however he did mention a few things which I believe is good new for investors.

1. In the coming weeks and months, there are going to be 6+ positive announcements waiting on confirmations.
2. He believes a large weak shareholder has been flushed out.
3. He believes the company should start to move up in a sustainable way however any shareholder should do their own research as this is only a belief, not a statement.
4. Previous positive announcements have caused the price to retreat - my guess is based on comment 2 above.
5. The lawyers were upset by his previous correspondence but he did it anyway. 150 likes though shows we were very grateful as an audience.
6. He is trying to avoid is creating those 50% spikes that then get crushed within 48 hours by 60%. The funds (he mentioned one we all know but I wont quote) sell into those and cap what should be our momentum and a steady walk up the trend line.
7. He believes AHZ has generally put out good news since code red - and hit our targets, so the regular news flow generally is having the opposite impact to what we wanted - due to point 2 above.
8. Regarding twitter - its a necessary social media tool - but it doesn't interfere with his running of the business. This isn't someone who works 8 hours a day with 4 of them twittering. He works very long hours, then twitters in his private time.

I don't want to influence the HC audience with my take on the above - i've made my decisions already. I haven't copied his answers verbatim as there was some strong language around 2 points. I'll wait for his final answers. But the thing I really appreciate is that he does answer when you email and his usual time to respond is 12 midnight to 2am. The guy is a workaholic and a driver.

Also, I use Linkedin for work and its got me a lot of jobs. I added Wayne to read his profile which he immediately accepted. I recommend you read Wayne's profile and the recommendations. Alot of colleagues have written recommendations for Wayne. It shows all the good things about Wayne that people have been saying as likely very true and the negative things - just meaningless unsubstantiated garbage.

I'm not a cheerleader but now in for 1.15M shares so I take my investment seriously - good or bad. I need to keep it real. But i do like the fundamentals.

cheers
DYOR
GLTAH

Expand

Thanks for sharing. Here some ideas for what we know to be coming (just off the top of my head), some of these may be rolled up into other updates but they are all fairly significant. We shouldn't rule something out of left field either.

- Immunotherapies (Funding and/or update of work with Translate Bio)
- Update on CardioCel for India
- Yearly Report / Webinar
- CardioCel 3D full launch
- RAH Opening
- Update on cash position, funding options for business more generally
- TAVR update (update on patents, IP that has been lodged)
- Something that hasn't been discussed or hinted to yet?

No.	Vol.	Price($)
1	191	$17.15

No.

Vol.

Price($)

191

$17.15

Price($)	Vol.	No.
$17.50	500	1

Price($)

Vol.

No.

$17.50

500

No.	Vol.	Price($)
1	191	17.150
1	1460	17.000
1	196	16.950
1	682	16.910
1	42	16.900

No.

Vol.

Price($)

191

17.150

1460

17.000

196

16.950

682

16.910

16.900

Price($)	Vol.	No.
17.500	500	1
17.800	200	1
18.240	500	1
18.300	150	1
18.690	550	1

Price($)

Vol.

No.

17.500

500

17.800

200

18.240

500

18.300

150

18.690

550

(20min delay)
Last $17.05		Change -0.300(1.73%)		Mkt cap ! $327.7M

Open	High	Low	Value	Volume
$17.00	$17.44	$16.95	$184.6K	10.84K

Thanks for sharing. Here some ideas for what we know to be...

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