AVR 3.50% $13.51 anteris technologies ltd

My portfolio if very heavily weight with AHZ, more than I would...

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    My portfolio if very heavily weight with AHZ, more than I would like but it’s a risk I’m prepared to take.

    I honestly don’t think we could hold off an aggressive takeover if one of the US monsters wanted our technology.
    Only the skills of WP and the management team could negotiate around it.
    If such an event happened most people would sell their shares if the price spiked to $2 over a few weeks, not me I want more.

    TVAR is going to grow to $5 Billion industry in a few short years, our MC less than 80mil, US monsters $100billion plus MC.
    If we get to market the maths doesn’t add up, something has to change.
 
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