ALT 0.00% 0.5¢ analytica limited

Can they get there?, page-36

  1. 193 Posts.
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    Yes Tanon, more heads are better than one for the mulling, and it's not easy to see what's going on with this stock.
    The Dr kept saying read between the lines and seemed to be referring to his stake which is a notable positive factor but here's my mulling on that. A director comes on Board with many US contacts - Peter Corr takes a look and after DUE DILIGENCE INVESTS but says we'll put in 500k if you put in 1m. This is common from such strategic partners - it forces key people to be very focused among other things.
    There are many fundamental differences from the past. I now view our strategic partner as the one calling the important shots. It's easy to envisage Peter Corr having lengthy discussions with head/s of big corporations about their views on Pericoach prior to investing.
    And such discussions could have been the driver for V3. But the driver could also have been that V2 wasn't effective enough?
    So I'm far more positive now, yet I'm unable to read between the lines in regards to the CT. Why have we heard nothing? Is it normal to wait 3 months for results to be assessed now that it's on hold?
    Without knowing much about these things I'm going to assume CT success is measured by % reduction in UI episodes on a daily weekly basis. 10% won't cut it, 25% I'd think will give us sales to only the more serious cases, 50% or more = BINGO.
    Though impatient I can't have issue with 12 months until auction. Big reputations and dollars at stake with companies that play a careful step by step long game. 12 months of gauging effectiveness, of determining faulty product ratios, etc..
    Enjoy your Sunday mulling....
 
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