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boston745

12/03/18 6:05 PM

#21054 RE: SmokerX #21053

Chon is hardly our savior and profits from CTL-Amedica will not happen until Chon either sells down inventory levels or begins buying Si3N4 versions of its implants, whichever happens first. No SiNTx saving grace is in it's other products yielding commercialization deals with its partners.
Wheres Dentsply JDA? Wheres Morgan JDA? What's going on with current dental JDA?


As we discussed over weekend revenue drops were, at least, partially a result of termination of deals with OMNI, K2M, & Spinal Kinetics. In addition as I pointed out a year ago, inventory levels were being sold down with little efforts being made to increase production. What causes a company to allow so many distro deals to expire and little efforts to replenish inventory?
Since those deals expiration/termination K2M & Spinal Kinetics have been acquired leaving SinTx trucking along with its R&D agreement.

SmokerX

12/03/18 6:07 PM

#21055 RE: SmokerX #21053

Does this no company can accrue more than a 5% stake apply to preferred or just common? Why even write this rule? Fear an activist investor gains a foot hold and invites himself to the board of directors and shakes things up costing you your job? what do you think happens when a fund realizes there's no way to make money accruing a dominant position? I`m guessing they can make the money shorting it. If my analysis on this is correct any company that has a similar out look needs to hit the ground running towards an EPS. No one denies the stock market is not an amoral arena.

Anyone notice that CTL is arranged similar to a profitable company? that arrangement is set up to get over a hurdle of cash burn and become profitable. Sonny has good traits but navigating and understanding business is not his strong suit. He was like a small baby taking his hard knocks learning.

Why does CTL care about SINTX EPS? They should be worried about their own profitability and growth. From the hours Sintx put in with sweat and blood. This is the train analogy. Sintx is fully secured to the future of CTL as far as turning SiNi spine profitable. It's one heck of a position to out compete Osseus etc. in product quality, Just needs a proper navigator. Or conductor. or General George S Patton. This seems to be more like a war than a leisurely train ride.