Veritas 0.90c valuation, page-25

It will come. Something else I am in in the sector doubled today. Its a risky punt, but prices are just silly for the tech alone in four or five I could mention.

Australia is a poor place for biotech investment. Unless they are making headlines they dwindle in share price. I've always practiced disciplined selling of OCC and all pre-commercial bio-techs on announcement spikes to buy back in lower again (always net more stock each time in OCC). Not big money, but at least I am not losing. I won't be doing that anymore on OCC. Its no longer pre-commercial. Its doing the deals. Management are still tardy and poor communicators as we all have complained over the years (ATI results late again), but its a far more professional and appropriate board now - what I was pushing for a few years ago. PA desperately tried to signal value to the market with buying recently, albeit crap amounts. The market (i.e. investors) did not listen.

I don't come on OCC threads much anymore. No need. This Veritas report says very professionally all that I have been boring everyone with for years. ATI results. Appendix 4c end of July. August results. A Remplir/ATI deal. It will pop as it has in the past, but hopefully this year, with emerging revenues from Striate and other deals, the price rise sticks.