Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Idea on earnings? Fidelity said the 19th. Is last day to submit end of Q1?
So will the trademark of flex-sn be pronounced like flexin’?
Asking the important questions.
Do you think Zimmer is hedging their bet or moving down a different path?
https://finance.yahoo.com/news/bactiguard-coated-zimmer-biomet-trauma-175900608.html
Thoughts on this?
https://finance.yahoo.com/news/bactiguard-coated-zimmer-biomet-trauma-175900608.html
Would Zimmer be looking into multiple paths of this type of technology?
Going to be a fun next few years...they also have to find better assets then what is public available to put money and now protect from inflation. They may be trying to avoid cash outside of normal reserves unless they have big deals on the horizon.
Fair enough. I appreciate all the info that you have given out for free over the years with this.
SpaceX will probably be ridiculously priced at IPO due to his following and people see his track record. Whether you like him or not though I think him giving people a reason to live and help them dream is worth a lot to humanity. Too much doom and gloom going on out there right now. Nice to be a realists but being depressed your whole life isn't healthy.
That being said...the pump over at Tesla is going to cause some newer share holders some bad days...
Not sure if this is an appropriate setting. I saw that on your amedica blog back in the day you were looking into this as a full time gig with the potential of providing information to people on future companies. Assuming this one played out...still on your radar?
I got the feeling lots of questions will go without real answers. I am hoping this game is done here sooner than later. Whether the results are good or bad. Not a healthy obsession.
Good finds. The only reason I voted yes for the latest votes was that I saw management will have the ability to issue 2 million shares to themselves. I am hoping to see those issued within this next quarter. If those do not then this may be a really sad story. But hey at least we will have helped bring a life changing product to market at the cost of over a year's salary to me...
Hoping that will also incentivize them to stop diluting positions. I have purchases ranging from ~$110 to ~$0.46. Would like to see an acquisition above this. Honestly though if they are even making $1 a mask and doing 100,000 a mask a day, that is ~$36M in cash a year which automatically puts price target at $360M up to $720M....that's one product. If Zimmer wants this I would expect a few billion dollar offer.
Thanks, looking on their website and can only find a digital voice recording. Is there a written recording?
Where is this from?
How much is left on the shelf offering that they could potentially sell?
I'm trying to look at this is management's main goal is to make themselves the most amount of money.
Scenario in my head goes something like:
Would be acquirer has R&D funded by shareholders via a trusted person running said R&D company. Acquirer forces R&D company to keep relationship hidden. Allow for company to flounder and then pick up desired tech for cheap and possibly not acquire entire company. This may have been original plan but if R&D management gives themselves compensation in the form of shares this no longer makes sense. Maybe R&D management gets elected to bogus position at those companies after and given fat checks...unlikely in my eyes.
At this point company has been beaten down by an outside hostile entity so much that regardless they are forced to dilute to prevent a hostile takeover and fund with the only way they can obtain money. But why have no deals come about, out of all the branches of this technology not a single deal has landed. There is no way all of these different companies are in scheming together. So is it really an outside hostile entity?
What I see happen is every time a new patent or study comes out the stock falls. For some reason tech/patents have an inverse relation to company value. According to Netflix's The Bleeding Edge all the large corporations have a strong hold on all medical devices. Is this the missing point? Regardless of new patents/tech this companies value goes down due to inability to obtain revenue. Are all of these corporations waiting for a patent work around instead of paying to buy Sintx? Or is it simply they are going to keep selling garbage because they can? Still doesn't justify non-medical field SiNi demand.
For some reason I can't connect the missing link. Is it as simple as the market is blind to value and this is going to correct? Or are all of us long term holders dumb?
Looking into why Sintx Management would want to change from Delaware Law to Nevada Law.
Pros:
Protection from hostile takeovers.
Cons:
Provides protection for officers and a broad range of employees from outside entities to "piercing the veil" for failure of fiduciary responsibility or failure to act.
It is likely that many partial asset sales that would require stockholder approval under Delaware law would not require such approval under Nevada law.
Fewer stockholder inspection rights.
I am not a lawyer and I am looking at this as a pessimist. They money may be raised to get manufacturing moving or using shareholders as an ATM. The issuing of shares to management is a good sign but what about share holders who have also had their positions shrunk by 99% if they have not been averaging down. Feels like shareholders have been used to fund R&D and someone else will get to reap the rewards.
Thoughts or another ignored post?
https://incorporationsolutions.com/nevada-delaware-comparison/
https://www.rocketlawyer.com/article/incorporating-in-delaware-or-nevada-whats-the-best-option-for-my-business.rl
At what point is this a failure of fiduciary responsibility? Evidence that insider trading is happening. Evidence that company has money to last through to next year with deals on the way. Then offering financing to only institutional holdings before money is needed.
Another doctor dumping millions into this company....
https://ir.sintx.com/all-sec-filings
Source for that revenue?
Do you have a source? Only thing I am finding is:
insert-text-here
Really vague since it could be Yen or Dollars.
"950 billion"?
Not seeing Nissin being worth that much...
Transcript of the conference call got posted in the presentations tab on Sintx Website.
https://www.sintx.com/news-media/presentations
Zirconia ceramics are already being used in the pump industry. May be a bit of a dream to think that all metal particulate would go away with SiNi in the pumps. Everything from grinding, mixing, tubing, and dosing systems will always be heavy on the stainless steel contact.
But having a material that is able to kill micro will be a good upgrade from the Zirconia ceramics.
Zimmer's last quarter report states 107M sales for 3 months in dental. Compared to the rest of the portfolio that is only 5% of Zimmer's total sales. 6 month looks worse. Both declining. Curious if they are trying to make dental a bigger part of the portfolio.
https://investor.zimmerbiomet.com/news-and-events/news/2019/07-26-2019-110123929
Well Zimmer Biomet is making a move in dental. I wonder if more moves are to come.
https://www.massdevice.com/zimmer-biomet-align-technology-ink-distribution-deal/
This guy has some investment credentials.
https://www.linkedin.com/in/steven-chao-m-d-53233212
It's crazy that this has come out almost a year after the bleeding edge. Bleeding edge has had people researching medical implant problems over many years. It seems like people getting educated takes as long as getting a solid product approved and to market....
If someone is willing to pay $192.5mil to get rid of royalties makes me wonder how much someone would pay for ownership of that product.
Been lurking on here for a few years. Appreciate you offering logic over the typical give me money now drama queens. Hopefully the wisdom pays off.
In Zimmer Biomet's Q1 2019 there is this: