Lots of good stuff coming
yep I'm still here
I've had 3 months off hotcopper as it got kind of negative and pointless, yet been doing my own private and significant due diligence... And I've done lots.
1. Does anyone here comprehend the massive significance of having 2 very good and astute cornerstone investors on board. One representing wall st and the other hkse.
2. Does anyone here realise Sio capital is a very successful wall st health fund led by a medical professional who does extreme due diligence on companies before he invests.
3. Does anyone realise we have an extra few adapt products on the market without a formal announcement. Look at the last 4c.
4. Does anyone realise we now have a major Chinese fund whom is likely finding ways to expedite our entry into the Chinese market which was hinted at in the 4c.
5. Does anyone realise the tavr market at 3.5b to 5b doesn't include China.
6. Does anyone realise that adapt is now growing and haa started step jumping qoq - not as quick as some would like but it's only just beginning. See point 1 above and re-read the 4c!
7. Has anyone realised that we may not be that far away from a tavr deal. Animal trials were started and it was stated the tavr advisory board is very impressed with the tavr. We assume they are going successfully.
8. The cr raised sufficient funds thanks to those who contributed... And also thanks to Sio who no doubt did months of due diligence and decided to invest millions when others who likely had different strategies sold out. And ahz still has infusions to sell.
9. Does anyone realise that having a successful fund like sio capital on board will likely bring other investors along. People follow successful investors. Sio are successful.
10. Has anyone really thought about the face value of the actual share... as in the piece of the pie may have just gotten bigger than the supposed dilution. Think of it as our market cap potential may have grown by a factor more than the recent dilution factor. People should stop thinking of China and Sb holdings as the enemy or taking their shares. They have provided significant capital and are only one bookend in the cornerstone investor equation.
Anyway, Not going to get into debates. Was responding to @redant. It's still a 2020 play for me and although the sp is low I took the opportunity and bought more.
these are my opinions only based on lots or research and chats. And no I don't give a rat's about the day to day sp as I believe other more significant things coming.
I bought into the CR and am happy with the choice.
Cheers and merry xmas
bring on 2019
David
https://hotcopper.com.au/threads/ann-exclusive-supply-agreement-with-4c-medical.3652740/page-90?post_id=28772726
(20min delay)