Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

TS03 Inc Trust Units TSTIF



GREY:TSTIF - Post by User

Comment by dant2on Jan 25, 2018 2:27pm
206 Views
Post# 27434141

RE:RE:down 18%%

RE:RE:down 18%%These changes should accelorate traction and reduce the inventory backlog although its probably over several quarters (certainly both parties share this interest). I don't expect dilution as my math says TOS can easily fund 3+ quarters with no revenue from Getinge and possibly a lot longer assuming they begin to garner revenues directly from customers. I'm also assuming they eat all the retrofit costs as a concession to Getinge.
Right now enterprise value is about USD 130M net of current cash which seems to be very low given its patent portfolio, current FDA approvals and favorable regulatory winds toward sterilization.
Unless there is something fundamentally wrong with the VP4 it would seem TOS is a screaming buy? Why Getinge has had so much difficuly placing units is a mystery to me? Is it solely related to the oxygen supply need? 
DrrWong do you agree that TOS is well positioned vis a vie cash needs through the majority of 2018?
Appreciate analyst updates if anyone has access.
tx Dan

<< Previous
Bullboard Posts
Next >>