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TS03 Inc Trust Units TSTIF



GREY:TSTIF - Post by User

Comment by Darrow100on Nov 08, 2017 3:26pm
219 Views
Post# 26927835

RE:RE:Dead money for now

RE:RE:Dead money for nowI agree that the share price will languish for now Med BUT:

I have had reservations regarding Getinge's seemingly lack of initiative regarding TOS over the last few quarters - maybe hoping for an easy buyout prior to getting FDA approval for duodenoscopes in the U.S.?
The shoe finally dropped yesterday with Rumbles disclosure, in my opinion, that he thought Getinge lax in their efforts regarding sales/installs.
Given the relatively low install number yesterday, compared to the number of sales, perhaps Getinge thought the market would become tentative regarding the VP4 and Rumble would be obliged to continue dealing exclusively with the 'White Knight' to move things along.
Now, since it seems Getinge has defaulted on the agreement Rumble, instead of blinking, has indicated to them: we have every intention of expanding production in the U.S. and will help with sales and tech for now but you had better get off you butts  and move the product or we will look elsewhere.
IF they are in a default situation the limited disclosure agreement is now null and void I expect Rumble to be more timely in disclosing this info in the future. (we got the first real install numbers yesterday) 
This 'setback' is a net positive for long time holders in my opinion with the only negitive being that it will push back the real increase in expected sales/installs probably to 2ndH 2018. Nonetheless IMHO the product speaks for itself and with FDA clearance the stage will finally be set for the TSO3 SP next year to be multiplies greater than now.
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