I don’t post often and being in the industry, its easy for me to determine the very few that really know what’s going on here. I respect all posters here, but pay special attention to those that I can learn something from. For those that don’t understand the major industry shift (manual to robotics) and related maket impacts on a rare and “grossly profitable” sector will never believe in the implications. When someone talks about the specific utility patents, they are not to be underestimated. I strongly believe that the major manufacturers like Karl Storz, Olympus, Stryker, R.Wolf, A.C.M.I. didn’t anticipate robotics and the speed at which they have come to the forefront. They were way too busy fighting for market share and counting their astronomical profits from NOT only sales, but to a greater extent the lucrative after sales service contracts.
So now, how will all these major manufacturers navigate the delicate utility patent landmines to produce their own single port prototypes?? Either they need to produce a unique design OR license existing technology. IMO, TMD will never commercialize. They will either be bought out or become a patent royalty streamer.
I think the company understands that but shareholders don’t. The majority of big funds that move companies pps never make purchases based on takeover speculation, but rather income generating ratios. Getting a cheap stock with prospects are for capital appreciation generators which is a dying breed in today’s markets.
Don’t wait for that day, it will never come. That’s why I hold the warrants. Leveraged exposure to capital appreciation without heavy capital tied up and exposed to rinse and repeat financings. With 3 years left, if something is to happen, it will do so in that timeframe.
