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Ann: Anteo Shareholder Presentation, page-161

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13/08/18

13:41

Post #: 34899204
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Originally posted by dolcevita ↑

Very true. And the reality is if you licence, you have to issue the know-how to that licencee.
Trust is the currency of business and it's in short supply in China because much of Chinese wealth is on the back of stolen IP.

One of my biotechs has a JV in China and it makes me very nervous indeed.
The worst that could happen with that one is we lose the market in China, because it's still possible to enforce the IP outside of China. But not within the market within China. ADO cannot withstand such a problem.

What bothers me about all the feelgood stuff: we've heard it before. The technical problem with batteries was identified more than a few years ago. Apparently no progress has been made in the intervening time to solve it. None? That can't just be down to Diasource.

We've got 12 months of funding left, yet we are being softened up for yet another CR. This is despite the issue not being solved with the batteries.

POC has always been an interesting 'sexy" space. But what's the likely revenue? Equally importantly when can we get it?

We're a small part but supposedly critical part in that POC picture, and there appears to be no calculations about how much we can get in the form of licencing revenue from a single device. It's all very murky as it's always been.

The vagueness, the promises, the ill-defined spending. All this.

But the rules about the preso were spelled out to me: you have to be nice.
MS operates like a bouncer from what I can see not just at the meeting but in here. I have no illusions about how my questions would have been handled. I'd been told only forward questions and nothing unkind.

The posts about how great GC is, and how supposedly valuable he is are IMO a bit much. What if the suppositions about him are incorrect?

Talk about a fluff fest!
Barely any critical posts.

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Rather than always complaining, why didn't you go to the presentation and take your own notes, ask your own questions and speak to the board directly. Nobody is going to do YOUR own research for you. Nobody bought ADO shares for you. You did that, so take responsibility for this. Surely you're NOT getting your information from this forum? Why don't you call the company up, ask your own questions. Please stop complaining for shares nobody made you buy!

ADO Price at posting: 1.7¢ Sentiment: Hold Disclosure: Held
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Ann: Anteo Shareholder Presentation, page-161

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