just some stuff
merrill's webinar was definitely leaning towards the negative side of things, the actual quarterly presented a little different.
not blaming Merrill for starting off that way. why promise anything when if it doesn't work out, it comes back to bite you.
most of the presentation was still from the previous leadership seeing merrill was only appointed a week before and had plenty of possibilities.
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definitely a change of direction. coincides with fabian starting. must have been in the pipeline for a period of time to have the 3 already starting to evaluate anteoX. adds at least 3 potential partners to the 10 being named previously.
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think this explains a few things that happened since the middle of last year. it doesn't excuse the previous management for the 2 raises at such lows but gives a reason why it happened. i would be pretty sure that a deal with mercedes/bmw/ferrari etc was planned or anticipated last year but the market conditions changed, leaving management scrambling and making some terrible decisions on behalf of s/holders. but as merrill said they haven't gone away just that progress has slowed
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this would be the partners 4-10. it's a good thing that all focus wasn't on just ev's. these will be the one the closest to any potential deal. still big markets and with lower cycle demands.
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David and team travelled to india and had plans for increased usage of anteobind confirmed.
"discussions underway to deepen commercial ties, with both operational and corporate upside identified"
how would you interpret that ?
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I like where the life science is positioned. SIOI and vidcare, with serum introducing anteo to indian partners. also like merrill saying they will work on distributors with the anteobind range.
before someone says the indian initiative was all gautum's work, who put him in this position 5 months ago?
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with NWR taking over communications. they usually pump out some sort of info every couple of weeks for their clients so hoping to see something in the next week
GLTAH...
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just some stuff merrill's webinar was definitely leaning towards...
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