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Ann: Appendix 4E June 30 2015, page-4

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  1. 793 Posts.
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    Thanks for the posts Madamswer.
    You've piqued my interest in this business. As someone with a relatively smaller capital base, due largely to the point I find myself at in my investing journey, I think that these kind of illiquid companies are a great way to use my low-size-competitive-advantage.
    While bigger investors need enough liquidity to get set, I can get set without even moving the price by more than a rung or two (depending on the depth at the time).

    Do you have any opinion on the move away from amalgam materials to the glass/composite products? The company is not shy of stating that this is where they are achieving growth. Additionally, from a personal perspective - the latest research I have read would lead towards the composite products. Infact - I would not allow the amalgams to be used on me even if they were free!
    But I am perhaps an overly paranoid health conscious consumer.

    The announcement out today provides a bit more detail on the Brazilian license. Without having done research (beyond reading the latest accounts), it certainly seems that this will positively impact the CODB for not only Brazil but this entire region in the years to come. They seem to be confidently suggesting that the strategic advantage of this license is more than one might first assume.
 
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