TS03 Inc Trust Units TSTIF

RE:RE:RE:RE:2 new LinkedIn Items

[Drrwong]

@ Jason:  last exchage with you on this one, as everyone is entitled to their own view and I respect that.  I am not trying to win any "beauty contest" here...I am just trying to make some money hence I am doing the proper due diligence on my investment. 

Investing is all about predicting what will happen in the future, so by definition, educated guesses are required (unless we all have a crystal ball). 

To sum it up, the difference between my view and yours are:
-  Jason:  VP4 install rates (hence revenue) were a flop in the last two years, hence there is no reason to believe there will be any significant improvements in the future.  The recent approval / installs / awareness stuff are just noise and will not change the sales trajectory of VP4s
-  Me:  agreed sales were a flop in the last two years, but I can't imagine why things will not improve with the duo approval and a better distribution support (either with an improved Getinge or with someone else who will do a proper job, on top of a capable TSO3 internal sales team).  All the recent events collaborate with an improving VP4 picture going forward

Unlike you, I will not say anyone is wrong because I do not know the future myself.  All I am hoping for are opinions/speculations based on reasonable/intelligent interpretations of facts, not stuff out of thin air.  As I always say, there is value to both properly constructed buy and sell investment thesis on any stock.

PS:  I will refrain from commenting on this board soon once our hedge fund is up and running, due to conflict-of-inetrest.  You can then have your peace...