Happy New Year – 2016

It’s been an interesting year. When I started this site I really didn’t know what was going to happen… in most respects, it has exceeded my expectations. A Few Opening Remarks On a positive note, I genuinely felt support for the mission of trying to create a fresh dialogue around the quality and transparency of ASX-listed companies operating in this…

Investor Relations and ASX Biosciences : Part of the Problem

In the last couple of weeks we have seen a couple of interesting movements between the corporate and investor relations world, a “new” arrival and an “old” departure. Firstly, in Prima Biomed’s (ASX :PRR) most recent investment letter we quietly learned of Stuart Roberts’ departure from Prima Biomed as Head of Investor Relations, and the appointment of…

BLT : How Not to Raise Money

Firstly, I want to start this post by sincerely congratulating Peter French and the Benitec (ASX : BLT) team for pricing their IPO. I don’t really like most of what this company does but you have to hand it to them for their tenacity and I genuinely admire the staying power. I think a lot of…

A Tale of Two Companies

I honestly can’t recall the moment I felt compelled to bastardise Dickens. I suspect that it has been a gradual accumulation of neural triggers, little seismic bursts of thought association that gradually – over thousands of words – build into a tsunami of recognition that eventually crushes the civilisation of the mind. Thought association. Hmmmm. Was it the…

BLT IPO v 2.0

By now many readers are aware of the circumstances around Benitec’s (ASX : BLT) NASDAQ debut. As I reported last week, they failed to garner sufficient interest last week to price, reflected in their amended F-1 filing. The main thing to note about this filing is that the amount of capital to be raised is…

The Muppet Show

I just can’t believe it. Even though my opinion about Benitec (ASX : BLT) and its management team is well known, and I was truly blown-away by the incredible announcement earlier this week of a pending NASDAQ IPO, I do actually want BLT to be successful. The cynical reader might find that hard to believe, but I…

NASDAQ BLT debut? You can’t be serious…

Originally I had planned to set aside a few hours later this week to write a brief comment on Benitec’s (ASX : BLT) shiny shiny new investor deck as well as the recent announcement about their “exciting” collaboration with Reneuron. My interest in BLT had been piqued again because of the updated presentation and fairly aggressive re-work of their…