siloam biosciences - interesting video, page-33

Wow,

What an interesting discussion as the shareprice dawdles around this nice accumulation level.............yum.

A couple of things, the first was this thread started with some speculation around which company was on Annual General Meeting presentation case study 2, on slide 16.

Twin has invested a lot of time researching this space and has made an educated guess with regards to which company this is, afterall he has done a lot of research, and I find it hard to surprise him with anything new. He could be right or wrong, but it has opened up a interesting line of discussion.

If ADO can make cheap beads and cheap plates perform a test at a high sensitivity (and all the other advantages thrown in), without having to buy these expensive new plates, then it may drive the Siloams competitors to use Mix&Go.

Nothing like going from rooster to feather duster to drive change!

The key advantages in this system seems to be that there is a lot of surface area in a tube. But how does the antibody bind to the tube? Do all antibodies bind easily to the tube? Could the process be improved even more? Is there a place for a game changing glue here?

There was a Post recently around the Top 200, that own about 75% of the total shares. A couple of points from this is to understand that these entities might be less than 200. When looking through the names you can see that they are one persons personal + super + family trust as two or three separate 'entries'.

An example around this would be the first 2 holdings both owned by one of the directors. So when we think of the shares being tightly held, I think even more tightly.

The options exercised by The CEO and Chief Scientist also pushes them up the amount owned chain, I think they will be working hard to improve the value of their investment.

OK enough from me, still buying