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ditch31

65 Posts.

04/05/16

10:09

Post #: 17671309
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Originally posted by pintohoo ↑

"Could this also mean that an offer to buy Alexium comes quicker,..."

Yes IMO.

"if one or more of these companies is large (they are major players) and they see their customers swing towards Alexium products and to avoid having to pay Alexium a royalty, why not buy the company?"

IMO - not because of that reason.

Depending on who these 'major' players are - IMO any player smart enough to know that they are not going to get Alexium cheap - will have to be big enough to take out a 3.5 to 5 billion dollar company.

That will only happen if the target company is sizable enough to justify to the acquirers shareholders.

So - will it make the bid come quicker- IMO - yes, because this will turbo revenues - and the quicker we get to that large revenue that will attract a whale - then, the quicker the bid - or bids.

If potential suitors are in this mentioned 'major players' - then, my guess is they would be stark raving mad if they didn't start building a blocking stake right now - with a smile on their faces and making pow wow with Nick.

If they don't - they risk a very bad spat a couple of years down the track.

I would be going for just under 20% and a seat on the board personally.

My guess is that for players who are major - or minor for that matter who are in negotiations - and, lets be very clear here - these are negotiations - that

a. they have worked out that they are snookered
b, if some have thought about buying us out - they have worked out that we aren't coming cheaply
c. they have worked out that they can't replicate the chemistry quickly - perhaps not at all without patent infringment
d. they have worked out that seeing all of the above - they are going to lose a truckload of business
e. they have worked out that they can keep the business - but, jumping into bed with us - that they ----

1. Buying time for building their own products (possibly)
2. Buying time and assisting AJX to grow - so they can justify the price we want
3. It's the only way to keep business immediately
4. could well be a combination of all of the above.

Depending on who these parties are - indeed, if they really are major - this is capitulation - this is rock solid evidence that Alexium has them by a stranglehold.

It's only time now - and, the time just got a whole lot shorter if we do this right.

Pinto

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Hi Pinto,

Last I was aware of, NC had a strong preference towards market penetration and winning as many accounts as possible within an industry as opposed to exclusivity arrangements.

I'd assume that the [potential] terms of agreement must be very favourable for Alexium to consider, could you elaborate on this?

Cheers for your time

AJX Price at posting: 59.5¢ Sentiment: Hold Disclosure: Held
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