TS03 Inc Trust Units TSTIF

RE:RE:4th quarter and 2017 visibility?

[echo2]

Understood that it is in Getinge's interests to keep the main competition in the dark regarding the extent the Getinge/TSO3 team is eating their lunch and displacing Sterrad units, especially given some of management's inside knowledge and experience with J&J; but, is this not just in Getinge's interest, and not in TSO3's best interest? Numerous analysts have sited the lack of visibility of installs as a question mark hanging over TOS, and thus contributing to keeping the share price down in a range where its take out valuation is extremely underpriced and might save Getinge considerably in future acquistion costs.

But, this is contrary to the interests of TOS investors: we know Getinge, given their preoccupation with patching holes in their hull, is not in a strong position presently to acquire TOS; and, we know JnJ has a ton of free cash flow and has set aside billions in 2017 for strategic acquisitions. As I have said before, for JnJ to acquire TSO3 for upwards of $10/share near term, (at significantly less than 1 B US market cap), would be very accretive for them right out of the gate in terms of maintaining market share for existing units and expanding the install base as the VP4 gains recognition and as the industry indications for effective low temp applications expands, even beyond complex scopes like duodenoscopes, bronchoscopes, and colonoscopes. And, JnJ likes to dominate any sea in which they sail: for them to be able to retool their existing manufacturing facilities would be relatively simple, and don't you think their sales and management teams would be delighted to be able to tell their new and potential customers that "Yes, we now have the patented state of the art solution in the low temperature sterilization industry. Worldwide. Period." ?