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boston745

09/05/17 8:27 PM

#11136 RE: joev2 #11134

To believe the bearish narrative you have to first, dismiss the tech. 2nd dismiss weigao deal. 3rd dismiss Zimmers involvement at the very least hip,4th dismiss Kyocera involvement (likely Amedicas Japan distro), 5th dismiss Dana Lyons & Ryan Long leaving Zimmer for little "failing" Amedica (who leaves a major player for a little guy with uncertain future?). 6th, dismiss the purchasing agreements. Etc....

I could list more, but these are the major points. How can anyone seriously dismiss all this?
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OhManIDied

09/05/17 8:35 PM

#11138 RE: joev2 #11134

Thank you for that very well thought out post. I have read it over several times. I do truly believe that we're sitting on a very very deep value play here. Some ideas worth considering are the verge of profitability, best-possible material in a high-margin industry with enormous, whale-sized barriers to entry even if you have the tech (which no one does), extreme market potential esp. when considering the demographic-related needs.
I can go on but profiting from a BO here has been a foregone conclusion for me from day 1. And I hardly feel the need to second guess it for a second. I do appreciate the realistic, novel thoughts though whether they are for or against my personal expectations and beliefs.
OMID
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OhManIDied

09/05/17 8:48 PM

#11141 RE: joev2 #11134

One final comment in response to your post and most intriguing question: if I had $20M I would buy this company myself right now.
What's funny is the scare tactics are clearly not questioning the deep value but rather preying on a universally experienced "fear of the unknown" which theyve tied to the intentions of the CEO with zero supporting evidence.
OMID