ALT 0.00% 0.5¢ analytica limited

I can't say a bad word about Monsours or Mangelsdorf's support...

  1. 23,832 Posts.
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    I can't say a bad word about Monsours or Mangelsdorf's support for the company, those boys have kicked in heavily in every CR to date and drawn very little in terms of salaries

    That being said, heavy director investment doesn't necessarily translate to SP gains, as if you check the history of the raises they have gradually been lower and lower and Monsour has just averaged down each time to retain his %. He is well off, so whilst $1M might seem like a big signal of a massive rerate, it may just be to increase control to combat against future dilution and/or prevent him getting the boot as he did on C-bio

    They will need a consolidation after this raise and IMO have 3-6 months to find a reputable partner that translates to $$$ coming in or face another round of massive dilution

    No point crowing on about how good the burette and the autoflush features are, as we all know that. The issue is, they spent $M's on them and have left them in no man's land. If MLA and others are too useless to sell the burette and Pericoach, then stop trying to be the middle man, sell the IP suite to a major like Carefusion (who were sent the burette to look at years ago) and cop a nice royalty
 
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