I see OCC as being similar to PNV in market sentiment. The biggest risk will be any signs of revenue not meeting expectations as they have set some big potential targets and control of research costs. This could lead to significant SP volatility. The question of valuation really hinges on the amount of positive cash flow they achieve.

Integra as a gold standard company has a PE of~30 if OCC achieve their $300M revenue in say 5 years with a conservative margin of 25% and a PE of 10 ( Integra 24%). $75M*10/209M shares on issue = $3.60 ish. Completely speculative until they start to get+ve cashflow.

The next catalyst after FDA approval for Remplir nerve repair would be a licensing agreement like the BioHorizons for Striate+.

There are costs involved in developing their other products which need to be controlled if OCC is to perform in the 3 year time frame of the original forum post.

Orthocell's Chariman John Van Der Wielen was on Chris Judd's 'Talk Ya Book' podcast yesterday to discuss company progress and key initiatives underway. It definitely (re)piqued my interest.You can find it here.

I recall looking at this way back in 2015 before I even knew what investing was, one of those "friend of a friend" hot stock tips. I recall thinking I had missed the bus (take a look at the SP increase in August of 2015). This was before I knew anything about fundamentals, or anything really - still don't know much TBH. Will have to take a more educated look at them now.

Regardless, worth a listen if you're interested in them. A great story from WA.

Maybe an opportunity to get John on for a chat next year? @Strawman

Good suggestion @Solvetheriddle

I'll see what I can do