Forum Topics AVR AVR Bull Case

Pinned straw:

Straw deleted
PabloEskyBruh
Added 12 months 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.

7

thetjs
Added 12 months 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?

7

PabloEskyBruh
Added 12 months 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.

12

thetjs
Added 12 months 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.

7

PabloEskyBruh
Added 12 months 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.

7

thetjs
Added 12 months ago

Aha! I did not know that.

Much appreciate @PabloEskyBruh

5