TS03 Inc Trust Units TSTIF

RE:RE:down 18%%

[dant2]

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