GREY:TSTIF - Post by User
Comment by
teekaeon Jun 22, 2018 9:46am
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Post# 28211858
RE:RE:LinkedIn Due Diligence
RE:RE:LinkedIn Due Diligence@tuna, IMO, there are only two outcomes here. One, the product is great, hospitals trip over themselves to buy it, because theyre forced or because they see the reputational and economical value, or not. If not, I think we can value the stock where it is, or down in the 50-60c as there is still hope for a niche market potision.
However if the first scenerio plays out, there is no use in trying to apply sales multiples. Are there sales multiples for tesla or amazon. They are disruptive technologies, as are we. If this is a success, then we will be bought out by a large player in the space. What that buyout price is, will depend on how long we've been successful for. Todays price would be different than 2 yrs from now.
FWIW, I thought we should have kicked Getinge to the curb already. They have clearly shown the inability (or unwillingness, not sure whats worse) to sell the product. My fear (concern) is now if we do it, the stock will retrace to its lows. If we do stick with them, how do we know they will be pushing the product. Maybe the 6ish months is a trial run. Maybe he agreement will be extended iff Getinge shows they can move product between January and July. We are CLEARLY in the position of power here, even if the stock price indicates otherwise.