CGP 6.78% 6.3¢ consegna group limited

cgp - a close above 3.5cents would trigger a , page-43

  1. 16,797 Posts.
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    been wathcing the ex isners on this thread and have to say the bagging of isn's marketcap relative to this ticker amuses me. i don;t mean to cross promote and I don't want to be the guy who carps and bags on a stock that other believe in, but i would like to say this in isn's defence based on comments on this thread.

    isn has had years of medical research on acoustic monitoring of heart/lung function and a management that have step by step worked out how to get that research into people's homes. ie: smartphones and the cloud and commercial tie-ups to get this code meeting an previously unmet need. The market cap is running ahead of revenue, but not ahead of realistic expectation of how this technology COULD revolutionise asthma monitoring. They have big well known investors, a board of scientific advisors second to none in US health markets and are cashed up with $15m to carpet bomb the airways with ads about this new product.

    This mob CGP have a plastic plug you stick up your nose. I've seen it, I've stuck it up my nose. It was uncomfortable and hardly revolutionary. I like the fact management have refocused and consolidated, I liked the look of the ops at .007, but didn't jump because i just can't believe in the product. They have no cash to promote this thing in any case so more dilution ahead. For sure It's a trade, it will probably do ok for you all, but really if you're going to bag isn i think you're on the wrong track. Buy and hold isn has been a good play and might have been a better bet than trying to find the next big thing. imv it's a lot safer than risking this mob being able to reincarnate a dead duck.

    good luck

 
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