Australian (ASX) Stock Market Forum

AVR - Anteris Technologies

Jump to new
After a quiet 2014, a cap-raising 3 months ago, some interest may be returning to Admedus...
AHZ_1yrAug2014.gif

Volume still very low. Admedus is due to officially open their new manufacturing facility in Perth, later this week. Recent activity could foreshadow greater awareness out there in investor land.

I disclose buckets of AHZ.
 
Purple XS2 said:
After a quiet 2014, a cap-raising 3 months ago, some interest may be returning to Admedus...
Click to expand...

I reckon current value is pretty well reflected in the price, it will take some news of real earnings or a further breakthrough with vaccine testing to change the market perception of value in AHZ. I also hold plenty.
 
galumay said:
I reckon current value is pretty well reflected in the price, it will take some news of real earnings or a further breakthrough with vaccine testing to change the market perception of value in AHZ. I also hold plenty.
Click to expand...

I still hold my only specs holding and I shall hold
For a long time because I believe this business
Sometimes in the future will be a big biotech

It has too many good things and a decent management
So I think the odd are in their favour.

I also do trade in and out but my core holding I never
Sell until such time it turns into a +ve cash flow business
Then I decide what to do then..
 
Admedus have just released their quarterly. Nothing dramatic, just a steady increase in centres using their CardioCel product. Also increased their stake in Admedus vaccines to 2/3.

HSV vaccine about to enter Phase-II. While the vaccine line of Admedus will provide the drama, be it good or bad, it's the slow - too slow for some? - growth in CardioCel uptake that provides the substance.

A happy and confident holder, I disclose buckets of AHZ. ;)

Regards,

P
 
Purple XS2 said:
Admedus have just released their quarterly. Nothing dramatic, just a steady increase in centres using their CardioCel product. Also increased their stake in Admedus vaccines to 2/3.

HSV vaccine about to enter Phase-II. While the vaccine line of Admedus will provide the drama, be it good or bad, it's the slow - too slow for some? - growth in CardioCel uptake that provides the substance.

A happy and confident holder, I disclose buckets of AHZ. ;)
P
Click to expand...

I could write plenty about this quarterly and the validation it has created in my mind of my thought process towards the future for this company but I'll keep it simple.
The cost of growth (which anyone promoting valuations over 20c has IMO failed to account for) is starting to show big time.
The cash burn has increased dramatically and now Admedus is in the position of not only 'hoping' for a rapid uptake of cardiocel but requiring it. The vaccine division is also adding to the cash drain and increasing the pressure on cardiocel to generate revenue.

Without quick and substantial sales of cardiocel, admedus will be rattling the tin yet again..
The growth that is expected of cardiocel may be achieved, although I suspect over a longer time frame, and at a much larger cost than share prices of 20c+ imply.

Of course there are a number of scenarios that could play out for Admedus. The number of centres who have used cardiocel has once again increased: will these centres be re-ordering? Will they be using cardiocel as their primary patch? Perhaps a majority of these centres have only applied for a "test" order and big subsequent orders are right around the corner?
Another positive scenario would, IMO, be to get an early partnering deal going for the vaccine. It is draining cash at a time that the company simply cannot afford it.
 
A very unexpected but positive announcement today attached to the appropriate SP rise.

Concerns over capital and cash burn are justified but I'd jump at the chance of a CR at the moment at these levels and bugger the dilution.

The potential here is amazing for those with a very long term view. But then, how many times have we heard that before?

Good luck all, I'm accumulating.

Cheers.
 
Having failed to foresee some of the CR's over the last 3 years or so, I decided a couple of months ago that there was another one coming, so I sold down some 30% of my holdings, (using some of the $ released to trade Benitec / BLT, with mixed results).

So far, I've been proven wrong: no CR late 2014. SP has picked up a little lately from a low dip to $0.105, up to $0.13+.

In spite of the evidence of my eyes, I retain the view that the company's fundamentals justify a SP over 20c, and therefore that the perceived possibility of a CR / placement is what's holding buyers back.

Still holding a bucket, though.
 
Mmmm....trading suspended pending an announcement. Wonder what is coming?

EDIT - ok, read 2nd page! its another bloody capital raising.
 
galumay said:
Mmmm....trading suspended pending an announcement. Wonder what is coming?

EDIT - ok, read 2nd page! its another bloody capital raising.
Click to expand...

We dont the details yet but I will take it up, I don't think it is for CardioCel, it could be funding Coridon and take further up the ownership structure or maybe take them out outright.

if vaccine trial is proved to be reasonable successful in the next few years and we own 100% of Coridon it would be a sweat spot to be in.
 
craft said:
If you have already made your mind up - why would you be interested in the details?

Just joking (sort of)
Click to expand...

Because some people whinging it another capital raising without knowing the details
I already made up my mind long ago I back this company all the way :), I am not too worry
it more of a funding research + investment decision
 
ROE said:
Because some people whinging it another capital raising without knowing the details
I already made up my mind long ago I back this company all the way :), I am not too worry
it more of a funding research + investment decision
Click to expand...

Wouldn't you be better off investing in a company that's going foward, if and when AHZ starts to actually make a profit with their sales reinvest? You may have much more to give.

This has been going backwards for years.

AHZ said in their latest announcement that the next quarter will have the best sales figures to date.
Mmmm... so why didn't they do the C/R next quarter when the sales figures and the sp should be up??
 
jancha said:
Wouldn't you be better off investing in a company that's going foward, if and when AHZ starts to actually make a profit with their sales reinvest? You may have much more to give.
Click to expand...

AHZ is not an investment, its a speculative play. That said its a very attractive speccy, with massive upside - the cardiocel product will make it a profitable company, the potential of the vaccines is where the real cream lies.

I am happy to accumulate now and hope the upside is realised. If they do become an investement grade opportunity then I would look at allocating investment capital to them, at the moment they get the play money!

This has been going backwards for years.
Click to expand...

Its gone from a couple of cents to 10c in the last few years, its one of the best performing companies I own - and it doesnt even pay a dividend yet.

AHZ said in their latest announcement that the next quarter will have the best sales figures to date.
Mmmm... so why didn't they do the C/R next quarter when the sales figures and the sp should be up??
Click to expand...

Thats exactly why we are interested to see the details, the CR was clearly flagged, but the fact its come so soon suggests it is more than just raising operating capital.
 
jancha said:
Wouldn't you be better off investing in a company that's going foward, if and when AHZ starts to actually make a profit with their sales reinvest? You may have much more to give.

This has been going backwards for years.

AHZ said in their latest announcement that the next quarter will have the best sales figures to date.
Mmmm... so why didn't they do the C/R next quarter when the sales figures and the sp should be up??
Click to expand...

I have never loss money with AHZ actually I make close to 70K in capital gain from buying in CR and sell
and core holding and trade in and out, I still have core holding of around 400,000 shares free carry trade.

Buy and Hold business for dividend can be boring sometimes so I have another play book that bring a bit of excitement to my style, that involve various strategy which I can employ on any given day depending on
what is in play for that day :) sometimes there is nothing in play for weeks or months but sometimes 100K can be deployed in a day or two.

some of my play wont pay off and I know that but to date the gain far far out gun the loss in multiple fold so I ain't given up on that style.
 

Similar threads

System
SAS - Sky and Space Company
2 3
Replies
53
Views
16K
greggles
greggles
System
AB1 - Animoca Brands Corporation
Replies
15
Views
7K
she'll be right
S
System
BIG - Big Un Limited
2 3
Replies
51
Views
19K
noirua
noirua
System
G79 - Goldoz Limited
Replies
7
Views
6K
System
System
System
TKF - TikForce Limited
Replies
0
Views
4K
System
System
Top