Australian (ASX) Stock Market Forum

AVR - Anteris Technologies

Jump to new
I dont know how it can be your best investment when they keep diluting needing more capitol every year.
You must have some terrible investments. Sub 8c due to the raising at 7c.
A glimmer of hope though in that last time they had a C/R it went from 8c to 18c after.
 
you are backing a start up, until they generate a profit from their products, there is a risk you may lose money
but the upside will be many fold original investment, it all about how you spread your capital and how you
manage risk.

these are not really good investment if you starting out, it more for people who has lot of capital where they can bet on a few high risk play for better pay day down the road
 
jancha said:
I dont know how it can be your best investment when they keep diluting needing more capitol every year.
Click to expand...

Like ROE said, he has made very large capital gains from AHZ, in my case I bought in cheap, have added more along the way, the dilution doesnt change the fact that they are worth a hell of a lot more than i paid for them!

Its pretty simple maths really.

Why are you so negative emotionally about the company? Are you a shareholder? Did you pay too much? I dont quite understand where the stregth of feeling is coming from.
 
The best thing to do is not getting all upset and emotional about it, you need to do thing objectively.
you need to work out exactly what you want to do with your investment and act on them accordingly.

Investing can be lonely and depressing when things dont go your way and again you need to keep your ego in check when the bull rage ahead, you need strong principles to stand behind your investment.

for me losing a investment here and there doesn't affect me emotionally or financially, I can take a few hit and has no issue, I considered it as part of the risk doing business...

Not much different from you having a fruit shop and some fruits go rotten and you cant sell and lose money or your business got robbed or some kids smashing a windows and need repair etc..

if you no longer like the business for whatever reason and you lose your passion, you should exit as no point keeping things that you hate losing money everyday or looking at it.
 
I only have a small interest in them with just under 10k worth. I sold the lot at 8.2c this morning and bought back at 8c. Small difference of $200 minus brokers fees.
I have held over 600,000 @ 12c years back but sold on the basis of it going sideways and money better invested elsewhere.
Re entered when it dropped below 10c before the C/R was announced.
As I said I only have a small interest in the stock but it's one of those stocks if I lose I think of it as a donate to a worthy cause.
 
Is anyone still following this stock? A little confused as to why company ticker has changed and ratio of shares has changed also. Would appreciate any update from the more experienced posters.
 
AHZ back trading today after consolidation etc. Hopefully now stock price is more appealing to Insto's than day traders. Look forward to end of year announcements but wont be accumulating more until more information available. Anyone else following this stock at present?
 
rryall said:
Anyone else following this stock at present?
Click to expand...

I hold quite a lot of AHZ, I have accumulated more over the years that I would normally allocate to a speculative company making no profit, but the potential is extraordinary and I believe the patient investor may be greatly rewarded. The consolidation was definitely required, too many shares on issue and as you say a price that kept the instros out.
 
Today's close, a rather sad & sorry 0.415. Admedus dumped after a lacklustre Half-yearly. A clean out of some long-standing board members recently hasn't inspired confidence.

My expectation is that there's yet another of their capital-raising exercises coming up, so I've cleared out, and watching from the sidelines.

But for the eternal optimist, there's the interim results for the herpes-simplex virus - HSV in Admedus-speak - due in coming weeks, sometime this quarter.

For the time being, the pessimist in me is telling the optimist to sit tight. I remain of the view this stock has a bright future, but I'm hedging as to when & how much I get back in.

Regards,
P
 
i have bought some more at current lows, I still think they will be a massive success. They have suffered from the poor perception of bio-meds internationally but they have great products even without a success with the vaccine. It takes time and lots of money to build a successful company in this sector and I think the market is impatient to see profit.
 
The ball is really starting to roll now, FDA Clearance for CardioCel 3D and the HSV-2 PHASE IIa RESULTS WEBINAR coming up on Thursday.
SP up strongly over the last couple of days.
 
galumay said:
The ball is really starting to roll now, FDA Clearance for CardioCel 3D and the HSV-2 PHASE IIa RESULTS WEBINAR coming up on Thursday.
SP up strongly over the last couple of days.
Click to expand...
Some good catalysts, yes.
I thought the recent cardiocel growth was very lacklustre though.
For a segment that was hyped to be such a massive growth engine, the velocity of growth has really slowed down now.
 
Admedus SP has seen some growth in recent days. After a period of imposing discipline on their financial burn - which over the years was always profligate - perhaps investors are starting to warm to their prospects.
A bit of PR, outside the ASX announcement stream:
(my apologies to readers not in the fb world - although I believe the link is to a public page)
Revenue growth is mild, announcements of expanding entry into various world markets is ... OK ? I guess? We're still to see anything dramatic in revenue.
upload_2018-3-14_19-23-42.png

No news on the vaccine side of things, that sideshow may be in for a quiet death.

But I've resisted the temptation to sell any & take profit. After having been in & out of this stock for several years, I've seen it all. The Good, the Bad and the Ugly.

Regards,
P
 
The narrative is starting to align with reality, as you say the discipline brought by Wayne Patterson has meant the massive potential now has an opportunity to be realised. It was always a long term play, the market wont really get interested until its cash flow positive and growth is sustained. I think its tangible now, the growth may be quite fast once it gets a roll on. Continuing to hold both personally and in my SMSF
 
I'm back on the bandwagon.
Admedus has been spruiking itself with more enthusiasm than usual, which is not to say that's a good thing or a bad thing, but for those interested: https://www.asx.com.au/asxpdf/20180419/pdf/43tb9hp89yn3bw.pdf

In my opinion the real crunch question is this: will Admedus become self-funding in the near term, ie be able to run on a more-or-less break-even basis, without the need to dilute in some form of capital raise?

So the next few months will be telling. I sense a mood out there in investor land that the turn-around from spekkie to established biotech is on. Me and my big white rabbit think so.

Regards,
P
 
I think its on track Purple XS2, the quarterlys are showing that Patterson has delivered with his forecast of cash flow positive by the end of the year. I am fairly confident there will be no need for a final CR, the fact that they were able to raise finance suggests they have now matured beyond the need for CR's.

AHZ has been my high conviction speccy, I have held for quite few years and steadily built my position, I think the market is starting to share some of the conviction.
 
Recent price action may well be explained by today's announcement of the potential sale of a share of the vaccines segment to raise working capital for further vaccine development. Realistically it was always going to need another player with deep pockets to take this to the endpoint so its good news for shareholders, even though there will be dilution of our ownership of the vaccine division. AHZ was up by 7% by close of market.
 

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