SUD (ASX) Ann: Top 20 securityholders

Originally posted by CBD ↑

ZX - well thought out post - emotions are running high and the frustration talk is lound and clear.
You say Suda is in a better position and beal you lay our future success at the feet of Andrew Curtis, and you are both right!

Some things about bio Stocks - you never know what stage they are at until they have reached the end game
It is littered with failures - especially those stocks reliant on a company maker transaction
The risk is high but the rewards are great
Keeping the market informed is difficult due to third party control over exactly what is released

So whats changed? - if you read many posters on HC - apparently nothing, same old spin, same old silence same old crap.

But you would most definitely be wrong if you thought that, because Suda has changed and its a quantum shift, but its only the informed or astute who are recognising it.
Let me digress for a moment, many think that Steve and his Board have been learning on the job and I think there is an element of truth in that as this is a tough space. And I would agree it has taken quite some time but I think Steve has now passed much of the development on to others.

So what's really changed? Answer ' who they are talking to. Same Companies but different people!
Their strategy with the joining of Daivd Phillips was the leave the Bio Conferences alone and pitch to the top end of any Company they are chasing. With Andrew on board and living only an hour away from the Board Rooms of some of the worlds biggest Pharma groups, this stratergy is beginning to pay real dividends.
Nothing they can form into an announcement at this stage but the channels are well and truely open and one must remember these guys don't waste time on a piddly little Bio Company from Perth unless they have something of interest.
The Zolpi deals are our apprenticeship and provide a level of credibility that we need - we are past that stage now and I expect to see us begin to get involved in the more meaty stuff via oir new channels into the Pharma Groups that think nothing of chucking 10 mil at a project they think has legs.
Our trick will be to get our product to a stage where it
commands their attention because as Mike Stewart once said to me "you only get one crack at these guys and so your data and presentation has to be spot-on with no holes in it"
Evaluating how much Suda has progressed with this new business strategy is difficult but from what I have been able to pick up it is a quantum shift.
If there is one thing I am confident about with Suda - it's this - we are either going to do very, and I mean very well or our money is gone - I just don't see any middle ground here.
My money is, and has been for many years on the first proposition, only this time it isn't based on blind hope.
Clyde

Expand

Nice one CBD, progress the train of thought to another realistic and acceptable level by adding some meat to the bone to ponder. Thank you!

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