TS03 Inc Trust Units TSTIF

RE:RE:RE:RE:RE:TSO3 to Present at the RBC Capital Markets Healthcare Conf

[Drrwong]

This is exactly what I am talking about:  a lot of misunderstanding on the interim deal.  No offense to bossu, who I know does a lot of work on TSO3 and follows it very closely.  This highlights the need for management to get the "real" story out to the investing public.  

To your points:
-  Getinge has no units to sell:  TSO3 shipped 273 units to Getinge through 4Q17.  Taking out the 100 from new interim deal (only 30 was sold to TSO3 initially), and 70 installed units (50 + 20 planned in 4Q17), this leaves Getinge with over 100 VP4s in inventory even before any 2018 PO (Getinge technically is still bound by its minimums, but that will be renegotiated in the new deal--this is probably why the Quebec plant is still assembling VP4s)
-  Getinge to cover only some parts of US:  Getinge's coverage will not decrease by a single hospital, period.  Out of the 6,000 hospitals, Getinge was only marketing to 3,000 of them by choice--due to cost/reward (i.e.: cost vs. probability of getting a sale).  They have no plans to detail the remaining 3,000.  All TSO3 will be doing is to market to these other 3,000, and TSO3 has the option to sign up new non-stocking distribution partner to do that as well.   Yes, these will be TSO3 customers (not Getinge), but those will never be Getinge anyway because there is zero sales call made by Getinge sales people into these 3,000 hospitals in the first place.
-  Take-out by another company:  I hope so given I bought a lot of shares in the last two weeks :-)  Even if they re-sign Getinge again, it will not deter another buyer if the penalties are not huge (like they were in the first deal).  We should also remember Getinge (as TSO3's partner) remains the most logical buyer given the hole in their product portfolio