"Take a Closer Look", page-836

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wessomart

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17/05/17

08:19

Post #: 24732369
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Originally posted by wessomart ↑

For the record, here are my thoughts about this company. Again, for anyone listening.

1.) Good management team and good CEO. I think WP is actually truly passionate about the company and the industry he is in.
2.) Good product in Adapt. Seems flexible, looks like we'll have a good product range.
3.) TAVR coming in soon.
4.) Management now seems focussed on short term gains, low hanging fruit.
5.) The business needs to be restructured, and at the very least the vax becomes self funding or spun off or divested.
6.) The vaccine casts a shadow over the rest of the divisions and their performance. Market can't separate the three cleanly enough to draw conclusions.

I sent Julian Chick asking questions about future directions and any potential decisions, including divesting, the vaccine arm. No response at this point.

The problem, going forward, with this company is - aside from a messy share registry - that the market and potential partners can't separate the businesses. Removing the vaccine arm would

1.) Provide clarity to the market where any future capital raising, debt facility or external investment would go
2.) Open the rest of the business up to potential partners
3.) Provide clarity for current holders as to what, exactly, was being spent on vaccines and thus, what future savings there would be.
4.) Open the business up to a take over. Depending on your position, this is a good or a bad thing.

Many businesses have gone on to see better performance of SP and company rerates once clarifying their business and removing expensive loss making divisions from their portfolio. This company isn't any different.

On the other hand I could be completely wrong. Prove me wrong.

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I find the almost allergic reactions some people have to opposing opinions on this forum to be highly amusing, however. It's easy to get painted as an up/down ramper on this place. It's just entertainment.

I think this has potential to be a great company. But the business needs to be restructured right now, or guidance given as to why this *shouldn't* happen. Why should this (all the stuff with vaccines I've mentioned) *not* happen? Clearly we're spending millions on it. Why? Why should we keep it? Why?

Why?

AHZ Price at posting: 30.0¢ Sentiment: Hold Disclosure: Held
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"Take a Closer Look", page-836

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