Replies to post #9480 on SiNtx Technologies Inc (SINT)

[makingbiigdough]

EXCELLENT post stealth! Thanks...AMDA'S SPRING FOR SURE IS COILED UNBELIEVABLY TIGHT! THE TECH HAS BEEN PROVEN TO BE THE HOLY GRAIL OF THE NEW INDUSTRY STANDARD!!!

WE WILL SOON ALL BE THANKING GOD FOR OUR POSITIONS AND PATIENCE IN AMDA! ANY DAY NOW!!!!MBD

[CL101]

1. I like about this part...my theory of HALT of the century (crazy multi bagger gain expecting for each share you hold):

"Nontypical things happen to nontypical companies..."

2. I don't like this part, because it clearly told me that I misspelled the phrase "holy grail" in the sticky post all this time...I posted & found out I misspelled it...(It was too late to fix)...hahaha.

All this happening while amda holds the holy grail of medical material for ortho implants...

No doubt Si3N4 from AMDA a holy grail of biomaterial!!!

They can do all, spine, knee, hip, dental, non medical...etc..

peek = spine mostly

ZTA = hip & knee

dental has their own...

3. AMDA is a fully compressed spring right now and the hercules loan is about to come off (if not already)....

EXACTLY...pressure cooker is about to explode soon!!!

[boston745]

Thoughts stealth? (I tweaked the original post)

Reasoning of an Acquisition of Amedica by Zimmer-Biomet (12 out of criteria of 10 points)

Zimmer-Biomet (ZB)

1. Strategic Direction – Zimmer-Biomet is looking to increase its market share in Spine & Dental markets where it currently has 6% & 10% market share. In addition, ZB is targeting emerging markets like China & Brazil. (3 points)
2. Product vacancy – Failure of its biomaterial Trabecular metal has left ZB without a differentiated product line. Sales are completely dependent on reputation and aggressive sales tactics (1 point)
3. ZB strategy is growth of its top line through acquisitions. (1 point)

Amedica (AMDA)

1. Experienced Global Diversified Sales Force – AMDA has inadequate sales force domestically and very little contracted international sales force in place. Acquirer must have experience selling different types of orthopedic products. (2 points)
2. Sufficient coffers, simply put cash reserves – development, testing, trials, and deploying of product line requires sufficient capital to cover the costs. Si3N4 requires a significant amount of capital due to its potential product matrix. (2 points)
3. Corporate Synergy - How well companies compliment each other, employees work together, possible opportunity for future employment for current management (1 point)

Extra points

1. CEO relationship to Zimmer -CEO Sonny Bal was a consultant for ZB in 2012-204 (possibly before). Sonny is also a trustee for OREF with now former CEO of ZB David Dvorak. (1 point)
2. Employee and surgeon connection – Dana Lyons & Ryan long former VPs for ZB recently joined AMDA. Two ZB consulting surgeons worked on AMDA trials as well as other shared surgeons. (1 point)
3. Suggesting evidence of OEM development deals between Amda & ZB in spine & hip with possible dental as well. (2 points)

Contra-BO

1. Hercules Loan prevents M&A. Until either Hercules gives permission or loan is paid off, no acquisition can occur. (-1 points) (balance of 3m is unlikely to get in the way of acquisition and loan completes Jan 1st 2018)
2. No confirmed sources of a development deal just highly suggestive evidence (-1 points)

Points suggesting BO: 12 points (Very Strong Theory)