RE: Estonia25 Feb 2026 11:18
Losta...I think the sensible route is if you and JHFH leave each other alone. I've known JHFH for years on this board, and a decent amount of time personally. He is who he says he is, vocalizes his belief's strongly and also is happy to make apologies where they are warranted. Continual baiting between each of you will go nowhere and just burn through keyboards.
I'm also 100% exposed to this share...knowingly. I am at peace with that - well as much peace as one can have when over-exposed. I know several others with larger holdings than me. Would I recommend others take the position I've taken, no. Would I take it again, yes - I took part in the recent placing. I've told plenty to invest beer money into HEMO and almost to a person they each start out like that, do the required reading...and then find themselves going beyond beer money. We all know there's something here, you do too.
On your valuation and on Made - I said around 6 months ago (probably on sharediver, but you're on that too) that Made was going to be the long pole in the tent as it seemed obvious that it would be. I'm frustrated by 6 months of no new patients - but have [7] years of managing HEMO frustrations so am rolling with it. The company is in a decent position financially, so it's not a question of if, it's just a question of when we are treating again. Your valuation is reasonable, although with my exposure I might take a little off the table lower down. Will likely always be holding a large chunk until we get to a take-out or at least the different potential product line paths become much clearer.