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Thursday, 12/28/2017 12:01:19 AM

Thursday, December 28, 2017 12:01:19 AM

Post# of 40985
Hi BULLs!

=====================

My last post:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137175494

Boston Blog:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137161411

===================

Here is my view on Zimmer & MDT:

Crammer was just doing a wild guess! I don't see any synergies between ZBH & MDT. Zimmer DOESN'T NEED MDT ... more like Zimmer NEEDs Si3N4 tech!

In addition, MDT is trying to eat into Zimmer's bread & butter businesses (Knees & Hips):

http://www.startribune.com/medtronic-buys-twin-cities-start-up-firm-responsive-orthopedics/382180081/

Plastic & Metal & Plastic = good luck to the unfortunate patients!

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfpmn/pmn.cfm?ID=K150496

&

Of course they are aware that Zimmer is preparing to attack their profitable Spine business as well. It's simply warfare between big dogs in the industry = very normal!

"Medtronic and DePuy Synthes dominate the global spinal implants and devices market. Together, the companies capture a 47.4 percent global market share"

https://www.beckersspine.com/orthopedic-a-spine-device-a-implant-news/item/32263-medtronic-depuy-synthes-dominate-global-spinal-implants-devices-market-with-47-4-combined-market-share-7-insights.html

================

PEEK boy Medtronic has ZERO chance to lay their hands on AMDA's Si3N4 tech. If you really looked into Boston's blog, you will see Zimmer's finger prints are all over AMDA & Si3N4 tech. AMDA is technically Zimmer's little b*tch & only want to date & to marry Zimmer ONLY! Medtronic looked at Si3N4 and passed??? LMFAO! Biggest joke ever! It's more like Zimmer looked at PEEK & RAN for the hills:

"The pt underwent a one-level tlif surgery at l4-l5 on (b)(6) 2010. As the surgeon placed a peek implant into the disc space using appropriate surgical technique, the end of the implant broke off when the surgeon tapped it to advance it. All pieces of that implant were removed and the surgeon implanted another implant into the disc space. As he tapped that implant, it cracked down the middle, he removed the cracked implant in one piece. This did not cause or contribute to death, serious injury or pt harm. This malfunction has been associated with an adverse event in the past. The surgeon was able to place a third implant into the disc space without complication."

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfMAUDE/detail.cfm?mdrfoi__id=1872390

uno mas...

"Surgeon was inserting zimmer vista p-peek implant size 10mm cage, it was found to have cracked on impaction. Both pieces of the implant were removed and given to zimmer rep. Replaced implant with size 12 mm cage."

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfMAUDE/detail.cfm?mdrfoi__id=2282300

*** Pay attention to the year "2010 & 2011" & now go back & read Boston's blog again! See the timing of events?***

*** After the failures of Trabecular Metal & PEEK biomaterial ***

*** Zimmer quickly turned to alternative biomaterial = Si3N4 !!! ***

*** 6 years later = clinical trials = proven safe & sound! Time to own the tech for business expansions ***

&

Look on page 25 - Zimmer Biomet Market Position:

https://www.sec.gov/Archives/edgar/data/1136869/000119312517065632/d285470d10k.htm

Zimmer's weakest markets are in these 3 categories (plenty of room for growths):

a. S.E.T. = like Shoulders, Elbows, Ankles replacements, etc... = ranked # 5 market position

b. Dental = ranked # 4 market position

c. Spine = ranked # 5 market position

Zimmer's bread-and-butter is in Knees & Hips businesses. There is no doubt that AMDA's Si3N4 tech will help Zimmer to greatly reduce Cost Of Goods Sold (COGS) in Knees & Hips later (in developments as of now = future, replace high end product lines from ZTA biomaterial = cut off the middle man = Business 101). Also, Si3N4 tech can help Zimmer to boost their ranking in these weaker market positions. I believe their 1st offensive is Spine market (Skipping allograft & autograft = Valeo + CSC = PEEK killer! of course will be after AMDA acquisition). Zimmer' S.E.T. market will slowly catch up as they will use Si3N4 tech to further develop these future products. As for Dental market, they can build it slowly organically by using Si3N4 tech or inorganic route (by M&A) again, possibly next year or later:

https://decisionresourcesgroup.com/drg-blog/medtech-perspectives/the-forgotten-impact-of-the-zimmer-biomet-deal-a-look-at-the-dental-implant-market/

DENTSPLY = current AMDA's partner! You see the connections?

Jana's role is divesting old dental product lines = possibly preparing to merge w/ DENTSPLY (for customer relationships) later in time right after Si3N4 tech acquisition. Now that speaks Synergies between Zimmer & DENTSPLY.

Divesting Dental = NOT CLOSING DENTAL BUSINESS DOWN MAN! It just means they intend to sell their old dental techs/products & will use Si3N4 tech to develop new & top notch product lines to profit in future dental business.

&

Zimmer divested their old knee system to Smith & Nephew per the agreement with FTC on Zimmer/Biomet merger:

"24 June 2015
Smith & Nephew (NYSE:SNN; LSE:SN), the global medical technology business, today announced an agreement to acquire the Zimmer® Unicompartmental High Flex Knee (ZUK) system in the US market. ZUK is a clinically proven uni knee replacement introduced globally in 2004"

http://www.smith-nephew.com/news-and-media/media-releases/news/zimmer-aquire-unicondylar-knee-system-in-us-market/

So they DIVESTED old knee system ... would this make Zimmer closes down their bread & butter businesses = Knees & Hips? NO!!!!!!!!!!!!!!!!!!! BEARs are grasping straw again!

More noises & distortions from the owners of this:

http://www.nasdaq.com/symbol/amda/short-interest

=================

Don't under estimate Si3N4 tech from AMDA = must have for Zimmer = huge

TAM, SAM, SOM = $$$ for Zimmer!

https://en.wikipedia.org/wiki/Total_addressable_market

Owning shares in the little AMDA = NO BRAINER!

====================

I posted this 6 months ago:

Financial, Litigations, Tax, etc...

"What do the company’s annual, quarterly, and (if available) monthly financial statements for the last three years reveal about its financial performance and condition?"

https://www.forbes.com/sites/allbusiness/2014/12/19/20-key-due-diligence-activities-in-a-merger-and-acquisition-transaction/#7ec37eca4bfc

THE DESPERATE BEARs SAY "AUDIT 3 YEARS FINANCIAL TO DO OFFERING" = LMAO!

====================

AMDA is a biomaterial company. Their magical Si3N4 tech can penetrate many types of market (Shoulders, Ankles, Spines, Knees, Hips, Dental, 3D Printing, Metal Brazing, Non-Medical Applications)...In addition, Japan Clearance + Huge Deals coming, Pending CFDA (a couple 100K units deal signed), plus 200mils + NOL (accumulated tax loss), etc...

I believe the BO valuation will be very interesting & I can't wait to read the details of the deal. These guys will make sure the BO price will be fair & square:

https://fintel.io/so/us/amda

So I am not stressing out (over the BS slinging from BEARs) ... that the tech will be stolen for cheap! It can't be cheaper than the paid-in capital:

https://www.sec.gov/Archives/edgar/data/1269026/000149315217013249/form10q.htm (Page 3)

https://www.business-case-analysis.com/paid-in-capital.html

Also, their IPR&D valuation should be enormous based on the addressable market potential. Check Boston's blog to see crazy addressable market size of the tech in details. Just google ... you will find the same public info Boston found.

BULLs, use your "greedy" imagination for the BO price!

=====================

Wink @ BLUE POPEYES:

Warum versteckst du dich wie eine Ratte?

am meisten zwielichtiger Charakter!

Static type of Forum (i.e. IHUB) = Spreading FAKE BK article using stealth aliases to aid the attack on the share price.

Streaming type of Forum = INDIRECTLY spreading F.U.D. like "dilution coming", "BK", "Going Private"? all false rumors...

Can you please post the FAKE BK article again in the mainstream? Please help the SEC out:

https://www.sec.gov/news/press/2008/2008-64.htm

https://www.sec.gov/news/press-release/2017-176

https://www.bloomberg.com/news/articles/2016-05-17/wall-street-faces-new-front-for-lawsuits-after-top-court-ruling

So be careful when you spread false rumors that AMDA is going BK or going Private to help you to manipulate price! Don't get caught by SEC & become BUBBA's girlfriend later!

What is a BK company looks like?

https://www.businesswire.com/news/home/20171212005551/en/Dextera-Surgical-Files-Chapter-11-Bankruptcy-Signs

https://www.sec.gov/Archives/edgar/data/1178104/000143774917018897/crdc20170930_10q.htm:

1. Total stockholders' deficit $(8,291) <<< NEGATIVE (page 2)

2. Revenue = $694K = Basically close to no income (page 3)

3. Net loss $(3,537) <<< $3.537 mils loss per quarter w/ NO income! (page 4)

4. "expects to incur losses for the next several years." (page 8)

5. https://www.sec.gov/cgi-bin/browse-edgar?CIK=dxtr&owner=exclude&action=getcompany

*** search item 3.01...you will see tons of NASDAQ delisting warnings regarding the stock equity issue ***

6. etc...more in their SEC filings

Here is the link to the docket files of DXTR BK case (read their motions, you will see many reasons for them to file BK case):

http://www.omnimgt.com/mobile/documents?clientId=2402&tagid=974

*** AMDA has no ground to file any type of BK cases w/ BK courts!!! ***

& of course BS & meaningless downgrade articles from the *!#$%^& = SEC should look into them! It's all about the endeavor to stealing shares from retail investors.

Also,

*** wink @ some hidden BEARs that wearing BULLs clothes ***

==========================

Now let's talk about "dilution" ... F.U.D. by BEARs:

1. S-3 = ineligible for many months due to NT 10-K Filed (WILL NOT HAPPEN)

2. S-1 = takes 40+ days = by the time CASH in the coffer = almost early Feb 2018! ... but Hercules last payment is due by Jan 1st, 2018! Aren't the BEARs have been waiting for the S-1 from Sonny since the late Qs filed (Nov 1st)? LMAO! (WILL NOT HAPPEN)

3. Ah...a joke ... maybe Sonny will put some shares in a basket & put up a tent at the flea market & sell these shares to people at the flea market for quick cash? SMH! (WILL NOT HAPPEN)

4. Private Placement = running out of time as well ... also, this is protected by "anti-dilution 20%" rule from SEC:

https://media2.mofo.com/documents/faqsthe20percentrulenonregisteredsecurities.pdf

20% or over = shareholders voting require = 30 days to set up the vote!

19% of 3 mil shares = less than 600K shares

So 600K X $2.50 (this is the BEARs' pipe dream!) = $1.5 mils (NOT enough to pay Hercules $1.6 mils loan end fee plus $500K amount of last payment of the loan.) (WILL NOT HAPPEN)

Hence, there is only one way that works...

5. Exercise Warrants (3 scenarios) for M&A events:

a. M&A news before Jan 1st, 2018 = $15 mils in the coffer instantly from warrants exercise full price. Enough $$$ to wrap things up & close the books after M&A completion. Pack up & go to Zimmer's new Spine HQ in Colorado.

b. M&A after Warrants Exercise = Desperate move by Sonny (I highly doubt he will give discount to them)...50% MAXIMUM discount from the original exercise price of $6.50 & $12.60...please see the image below for the details of calculations...all data pulled from AMDA 3rd Quarter Financial Statement & past offering filings:

https://www.sec.gov/Archives/edgar/data/1269026/000149315217013249/form10q.htm (Page 3)

https://imgur.com/a/GASqs

c. The deal includes Indebtedness (Hercules + Sonny LLC) like the TBRA example i showed previously. Warrants Exercise while the deal is being closed.

*** Time is running out for the BEARs! ***

=======================

My observations on share price:

First, paint the chart to make it looks like a POS ticker (deter 90% of buyers/flippers/traders) ... the PROFESSIONAL BEARS (ones w/ access to more info. than the retail investors) manipulate share price while they spin all sorts of BS (even paid someone to create fake BK article...I hope the SEC look into this) on public message forums to attack the emotions of the retail investors in the hope that the retail investors will give up their shares to them. No matter what they do, they can't change the FACT that Zimmer is about to acquire Si3N4 tech. Also, they can't change the SIZE of the bucket that holding the total amount of shares ... which is about 4.5 millions fully diluted shares (which is directly connected to the payout per share in the event of M&A ... derive from total BO valuation). All they can do is looting the shares from the weak hands like Jack, Joe, Jones, John, Jill, Jane, etc...& tuck these stolen shares into their accounts (to fix naked positions, short positions & extra shares to cash out on M&A event).

====================

Strategically for both Zimmer & AMDA:

M&A deal can be announced this month & will be closed next month (majority deals take minimum 30+ days to close). Japan clearance could be here by the time the deal closes or even during the deal is being closed. I doubt Zimmer can weather thru. 1 or 2 more crappy quarters w/o growth = Billions Dollars Market Cap will be decimated = Piss their institutions investor off. Hurry up & pull the trigger Zimmer!

* Retail investors only care about when the deals announcement to cash out *

I am banking big on my ATM machine = Zimmer ... that they need the super biomaterial Si3N4 tech badly!

It's a win-win-win-win situation for Zimmer, AMDA, AMDA retail investors & unfortunate patients out there:

It's all about SYNERGY! 1. One has the tech, 2. one like Zimmer has vast resources to unlock the potential of the tech to its fullest = $$$! 3. Happy retail investors = cash out on big capital gain later! 4. The unfortunate patients out there that being harmed by other inferior biomaterial!

=======================

My risk & reward mentality:

In the event of M&A (99% chance...we need the last 1% which is the announcement to confirm the M&A), the BEARs will be game over! In the event of BK (Hercules is about to get paid off in 11 more calendar days...so 0%, ZERO, NIL, NULL chance), the BULLs will be game over (0% chance). I just love the odd of risk & reward in this investment!

====================

Long & Strong until M&A day

DON'T feed the BEARS

HOLD tight to your shares

STEAL the cheap shares that they use to paint the chart

BEARs play mind games on BULLs like Harry S. Truman's Quote:

"If you can't convince them, confuse them."

The BEARs can't scare the BULLs into panic to sell their shares & they can't convince the BULLs to leave; The BEARs play mind games to confuse the BULLs by throwing hard-to-verify info. & empty oratory! Remember, the crap talkers are the hidden buyers (to cover shorts positions or they want tons of shares to cash out on the M&A news).. Well, at least I disclose myself as a long, retail investor. Are the BEARs into some type of kind-hearted acts & are here to look out for investors & their $$$...cough cough cough. Shake my head! Come on...Who are the BEARs trying to fool? Fooling 3-year old kid? Also, REAL BULLs should beware of FAKE Bulls that play the role of "victim" of the the company! Toying the emotions & sentiments of the REAL BULLs! Promote other tickers = telling the retail investors to sell AMDA shares & invest elsewhere ... good try...good try...randoms act of kindness again...wink*

This is the way I interpret all the BEARs BS spinning:

1. BEARs survey = No M&A...No goldmine here...= it means ... YES it's M&A coming & goldmine is here!!!

2. Potential suitor = Is Not Zimmer...= it means...Yes..It's Zimmer!!!

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