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Tuesday, 06/27/2017 4:02:20 PM

Tuesday, June 27, 2017 4:02:20 PM

Post# of 41816
Top 10 ortho cos material Hedging, Investment strategy:...
(the recent stabilization of financial position of amda, looks like it might be a sign that the large negative campaign against it is nearing an end. The nearing end of the Hercules loan is another big flag to switch the planning to action. If this is so, what should ortho companies consider as a strategy going forward. Here are some thoughts to consider, on what I would do...)

1 to 4 rank: These are the top ortho companies I discussed earlier. If I were a VP/CEO at one of these companies I would be looking to protect the playing field. No need for panic buying but either a company or grouping of companies in the top 4 should look at acquiring a "largest" position, imo, 25% of the amda shares outstanding, roughly. I would not trust anyone ... there are probably two to three hundred companies worldwide that would like to buy amda --- I would start to acquire shares.

5 to 7 rank: Ortho companies falling just outside the top 4, I would look at purchasing around 10% of the outstanding shares... This is a bargaining chip to make sure their products can be coated to stay competitive and be a voice at the materials table... and additionally a hedging against outdated material. Investment potential is a big factor...

8 to 10 rank: Ortho companies in the 8 to 10 rank I would be looking at purchasing around 5% of the outstanding shares of AMDA for the same reasons as companies in the 5 to 7 grouping --- hedging strategy, investment strategy and ensure a voice in negotiating for coating materials.
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