AVR 1.64% $18.00 anteris technologies ltd

To apply your "gospel " to your own argument, PayPal does not...

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    To apply your "gospel " to your own argument, PayPal does not really tick anywhere near 6 out of the 7 criteria. It technology is not really leading now, on that front, it fails 1, 3 and 6. but it is still a behemoth.
    Now for Musk other passion, Telsa, LG actually makes better batteries and besides massive publicity and constant CR, not unlike AHZ, its electric car is really neither here nor there. So on that front, it also fails 1, 3 and 6.
    And on point 6, yes, we do not really know if ANZ product would be around in 10 years though I am pretty AHZ's products would be .
    With regards to AHZ 1) yes its is ADAPT 1st and daylight 2nd
    2)timing is always right for new innovations with an existing market demand
    3) no it is not easy to copy at all, so the moat is pretty deep and wide
    4) not sure but the current structure with Wall St and Great Wall looks better than 99% of ASX companies
    5) you don't start running 1st you start walking 1st, we all do
    6) yes maybe it could even become ubiquitous in cardiac surgeries in 10years
    7) well the "niche" is pretty big even if you just consider TAVR alone its's closing in on 5B US a year, stuff that 99% of ASX companies can only dream of.
 
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