Forum Topics AVR AVR Bull Case

Pinned straw:

Straw deleted
PabloEskyBruh
Added 2 years ago

Actually, looking at Avita (AVH), which is now also as CDI but tracked on Strawman, this listing should perhaps not be an issue for my Strawman portfolio.

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thetjs
Added 2 years ago

@PabloEskyBruh with the recent drop off in price are you tempted / considering an increase in your holding or are you limiting holding increases to future raises?

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PabloEskyBruh
Added 2 years ago

Hi @thetjs, I’m high conviction on this. I’ve increased my IRL holding about 150% in the past 3-4 months at these lower prices. I’m fully invested now — I sold some NASDAQ holdings and Bitcoin, both of which I was long on and wanted to hold, but after the ‘Trump Bump’ I couldn’t reconcile holding at those prices when Anteris looks the the opportunity it does to me. The truck is backed up and — if I’m honest l — probably dangerously overloaded.

I’m already maxed out on the 20% Strawman limit.

I’m was tempted to keep some dry powder for after the IPO, and time will probably make a fool of me yet. But, a big part of me thinks it will never be this cheap again.

I have even less doubt about subsequent raises once we churn through the $75 million USD. I think we will raise at multiples of the current price when that time comes.

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thetjs
Added 2 years ago

Cheers @PabloEskyBruh

Ive read your updates on Antris since I came onboard with SM and appreciated the insights.

Personally I’m keen to take advantage of the current price point before years end and the US listing.

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PabloEskyBruh
Added 2 years ago

Nice one@thetjs!

If you are keen just be aware the last day of trading on ASX for Anteris is Thurs 5th Dec 2024. There will then be a suspension for a week or two. When AVR trades again on ASX after that it will be post NASDAQ IPO and what you will be buying is the 1:1 CDI at the post-IPO price.

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thetjs
Added 2 years ago

Aha! I did not know that.

Much appreciate @PabloEskyBruh

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