BenitecPlease forward my concern to Dr. KSS,
I have been an irregular following his ideas from the beginning and occasionally participating. I do appreciate all the dedication that he puts in. I have had a sizable portion of my investment in Benitec and grew a bit worried just seeing a comment on twitter on an NEJM article being a death knell for the TT-34 program. I was wondering if he has changed his position on whether or not he would hold shares of Benitec. So thank you so much.
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BLT:Mister anonymous, it is my understanding that doc is interested
If you are an irregular, you will have seen KSS’s latest analysis 26/11/14. As this is not a investment recco site you must make of it what you will. My interpretation is that there are some serious question marks…..so it might be a good idea not to be too over exposed or greedy or you could take a battering. That said ‘Who dares wins’….or maybe, gets crucified. If youre not prepared for ‘Death or Glory’, trim your position so that you can wry smile when/if it hits the wall. Of course you’ll never be appreciative if you sell and it zooms…..thats human nature. The only thing with a crystal ball is a crystal statue, and thats got two.
GL
where is the latest analysis from Dr KSS please, I can not see it via search, nor from his author page.
It’s the top article on Dr. KSS’s author page here: http://www.stockgumshoe.com/author/dr-kss-md-phd/
Sorry Travis, the comment by Alan Harris read as though there was some Benitec analysis dated 26th November. That is the analysis I can not locate.
Ah, sorry. Dr. KSS has commented on Benitec a great many times in the comment threads — the most recent one about Benitec that was in-depth was, I think, here: http://www.stockgumshoe.com/2014/11/microblog-payola-from-portola/#comment-3352414
Travis, that is a big help, thank you.