AVR 1.04% $21.78 anteris technologies ltd

It would be very nice to see something come out of right field,...

  1. 2,360 Posts.
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    It would be very nice to see something come out of right field, (that is actually meaningful), in the interim the progress of Anteris has been a drudge up to date.
    No amount of CRs, (that in theory should have progressed the Company’) or price sensitive Ann’s have moved this stock, the only value added in the last two years since WPs ‘bullish outlook’ is the addition to his, and the BOD, personal bank accounts.

    Last quarterly showed a cash reserve of just over 2 quarters, the next CR will be done at what price?, it is disheartening that it is very likely that it will be done at a discount to the last one, it belies the WP mantra of minimum dilution.

    You really have to wonder IF WP is up to the job, if you believe his spiel, and he actually believes it, then he is not, IF the spiel is ‘exaggerated’ then we should acknowledge him for ‘keeping’ the Dream alive.

    The failure to secure a partner up to date is not exactly confidence building, the importance of which is paramount, cross out the ‘go it alone’ scenario, that is the death a thousand cuts to the RIs.

    For this to progress the Company will need to secure a partnership that will bring to the table funding of a 100 million plus, bearing in mind Edwardes LS spend a billion a year to keep their footprint in this field ongoing.

    Not even a ‘pissy’ offer of $24 plus has been put forward up to now, the seemingly common consensus that ‘it will all work out in the end’ is arguably a debatable one.

    Imho, just saying.
 
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