Strategic Review - Urgently Required, page-12

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gallea

2,586 Posts.

299

02/02/16

15:39

Post #: 16923448
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Originally posted by Smugtown ↑

Key thoughts/points for me from the quarterly:

- WOW, shocked sales were not only lower this quarter - HEAPS lower. And sales force arrangement began in the US (a lot bigger market). I really believed we would see some good qrtly growth QoQ from here

- Some sort of explanation on why sales have gone backwards should have been provided

- In some respects i'm not as concerned about the low sales as i would have been 2-3 months ago, as the game changed for me when i learnt that we were chasing hard for a multi-national agreement

- If energies are being poured into data analytics, clinical trial, partnership agreement, best of breed device - and not on sales - because of the change of course of direction a few months ago - then i am ok with it if it expedites a multi national partnership. However there was no contact this was the case (phrase of wishful thinking springs to mind)

- the cost of the app and device is too high

- once it is subsidised it will become more popular

- I still believe the value is coming from partnering with a multi-national (so getting required clinical trial results first) - so we are on track there

- Given sales are so poor it is now more surprising to me they haven't mentioned the bits of news discovered by HC posters over the last month or two (WA subsidy and pericoach being a superior, safer alternative to the mesh). However we did get the improved sexual function news (believed to be a value inflexion point for ALT

- Likely capital raise at .04c in two months without any positive news

- Best result is options expire, we get news about clinical trial providing necessary results, news on progressive discussion on multi-national corporations, news on other states following WA's lead on subsidising product... to give the SP a boost before the CR, so we can raise between .06-.10

- I was hoping this might be a 30 bagger from here - looks like we'll have to settle for a 10-15 bagger as takeover seems most likely way now to release s/holder value

- Very happy to accumulate at 5c and up to 8c on serious positive news announcements.

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You can accumulate all of mine at 5c. However, you probably mean 0.5C !!!

ALT Price at posting: 0.5¢ Sentiment: Hold Disclosure: Held
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