Absolutely spot on analysis. Well done for understanding what...

First 25 Last

Share
Profile

Follow
asxunsullied

1,619 Posts.

189

02/08/24

10:39

Post #: 75041004
Share

Originally posted by djkencloud: ↑

My issue with the stock at present (and why I have sold down to a small amount) is that if the trial/FDA approval takes another two/three years, they might need to raise nearly as much money as the current market cap over that period.

That will put constant downward pressure on the SP while diluting my shares by 50%. And despite their incredible product, why invest now when I can invest down the line when they've finished raising significant sums of money every three months?

I had been hoping for a takeover by Edwards or other, but I'm sure there is some sense in those companies just standing back and letting AVR play out over the next few years and seeing where the share price ends up.

As much as Wayne has experience in big pharma and large trials (which is great), I sometimes wonder if he thinks there are any limits to pre-revenue companies, as we've had more staff each quarter for the last three years.

In saying all that, the product is so good I expect it to get there in the end somehow.

Good luck all.

Expand

Absolutely spot on analysis. Well done for understanding what it's like to be a small shareholder in the real Anteris
NA/IMO

Last edited by asxunsullied: 02/08/24

AVR Price at posting: $15.05 Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

HZN

Crickets as Horizon Oil unveils new project picked up in Thailand

I88

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

AFP

AFT Pharmaceuticals outlines shareholder value focus in 2025 AGM

PSC

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

EMC

Everest Metals dips as company clocks low gold grades at Taipan, WA

First 25 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $5.10		Change -0.030(0.58%)		Mkt cap ! $80.62M

Open	High	Low	Value	Volume
$5.20	$5.20	$5.10	$6.236K	1.2K

Buyers (Bids)

No.	Vol.	Price($)
1	62	$5.10

Sellers (Offers)

Price($)	Vol.	No.
$5.24	3042	2

View Market Depth

No.	Vol.	Price($)
1	62	5.100
1	23	5.080
1	27	5.050
1	2	5.000
1	3585	4.960

Price($)	Vol.	No.
5.240	3042	2
5.250	3000	1
5.310	973	1
5.320	20000	1
5.330	2066	1

Last trade - 11.05am 01/08/2025 (20 minute delay)

AVR (ASX) Chart

Absolutely spot on analysis. Well done for understanding what...

Crickets as Horizon Oil unveils new project picked up in Thailand

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

AFT Pharmaceuticals outlines shareholder value focus in 2025 AGM

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

Everest Metals dips as company clocks low gold grades at Taipan, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Absolutely spot on analysis. Well done for understanding what...

Top Stories

Crickets as Horizon Oil unveils new project picked up in Thailand

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

AFT Pharmaceuticals outlines shareholder value focus in 2025 AGM

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

Everest Metals dips as company clocks low gold grades at Taipan, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News