Post for the board: Who thinks this company will be BO for $11?
And welcome to those who have returned, and new voices. Happy to read your contributions.
Back to $11/share?:
I don't see any dots to connect or follow any logic, to conclude we get sold for $11.00/share.
ISRG:$758.00. Arguably our target competitor.
TMDI: Today I'm guessing between 5%-10% of that price. Within a reasonable number (20%) of outstanding shares compared to today. It will only be based on the net BO price for all of the IP and Enos (which ever version you feel will be available). And I'm also guessing that there will be more IP than previously anticipated, and it will be more valuable than previously estimated. I'm also guessing the BO will have an element of value based on the potential adaptation of the IP in a future form (robot, device and/or accessories). Clearly I'm guessing. But I'm not joking around either.
That's a very high estimate compared to any I've read in the recent past. The more the recent sp is suppressed, the more obvious (to me) my guesses become likely. If it gets to $4 or $5 (hopefully higher soon) Wall Street takes over and the sp takes on a life of its own.
Why? Most investors and funds already in this space know what's in development, and the path to success. Wall Street is ruthless (so is Reddit/wallstreetbets) and greedy. And this time - "greed is good." I think current RAS med device investors feel TMDI is ISRG 4.0.
I say 4.0 b/c our IP is several generations ahead of the standard that we see today. And.... not necessarily in the exact form we see today, but the basis (design foundation) for the future. Think about the next generation of ENOS. Smaller, stronger, longer reach, greater flexibility, greater dexterity and visualization. It's only time, money and the rights to the IP.
My point is - this isn't just a BO for today's ENOS. It's for what comes after. I don't see MDT succeeding with a low-ball offer. Too many funds and shareholders will balk.
I'm thinking this sp goes a lot further sooner, if Mc can get an updated video of its capabilities. Then he has to sell its potential, what it can be 15-20 years from now. JMO.
Now who thinks we get sold for $11 a share?
Good luck to all. Regards, BK.
