Tissue Regenix Share Discussion Threads

[carrotandstick] 23/9/2021 09:54

Rocketblast - comments like that really don't help. I think we're all frustrated with the share price dragging it's heels - I certainly am, but at the moment directors are not buying

[channel pirate] 23/9/2021 09:29

rocketblast

How do you know "more Directors buying soon" ? If this were to be true and it hasn't yet happened it means you would have insider information and both you and the Directors could "be done" for that. Would be nice to see Directors buying though - let's hope that does happen.

[emeraldzebra] 23/9/2021 09:10

spread has been quite wide last 48 hours....

[rocketblast] 23/9/2021 08:25

TRX more Directors buying soon as the current value is great.

[rocketblast] 17/9/2021 08:33

TRX revenue will ramp up as demand continues to increase. New Facilities will support rapid growth. Great price to get in and top up. Looking positive with news in the pipeline.

[tnt99] 16/9/2021 07:59

One thing that worries me is their cash burn they say they only burnt 1.1 million in the last 6 months but cash position down to 6 million odd from around 13 million raised my view is they need to get their skates on I was expecting turnover of at least 8 millionSo a bit disappointed with the resultsThey must reach at least that in the next half to stop the cash burn Then what?

[rocketblast] 15/9/2021 17:54

TRX are bow a great opportunity to top up at these great prices as demand increases and sales increase. Fill ya boots wgile you can..

[gsg] 14/9/2021 09:47

Loads of detail on the ARMS website from a surgeon and end user perspective on DCELL and VNEW. The reviews from the patients and surgeons are particularly enlightening as to the quality of the products.

ARMS reckon they can achieve sales of 30K units pa of this single TRX product line within 5 years in the US. Wondering what the global market could generate???!!!

[rocketblast] 14/9/2021 09:08

TRX which M&A company is putting the ruler over TRX. Must be a strong target for takeover before prices rise as results flow in. Watching and waiting …looking great.

[pennstreet] 13/9/2021 11:21

Well that simply shows the demand is there!

[bertiebingo] 13/9/2021 09:17

Yes B1inkers, agree with your points. Could be there is no issue. Am throwing it out there given the DSI number is so high, I have very rarely seen a number this large hence my observation. If the 365 doesn't come down it tells us that it is WC intensive and may restrict OpCF generation as it grows. Will dig some more to understand why it's so high.

[gsg] 13/9/2021 08:00

From the CEO's interim report/interview, I thought it was previous lack of processing capacity and inventory which had hampered the company's growth in the past. Hence the expansion of the San Antonio facility in order to increase stock and processing capacity, creating the four 'S' strategy for the future.

[b1inkers] 13/9/2021 07:35

Presumaby inventory is decellularised tissue, in cold storage until delivered.

Increase in cost of goods sold has kept pace with inventory, suggesting they are maintaining an operational buffer of around a year's stock. Meaning they're well placed to deal with an uptick in demand.

I expect obsolescence checks would be run annually by the auditirs and be fairly stringent, given materiality and risk of impairment.

[bertiebingo] 12/9/2021 20:14

DSI = Days sales inventoryWhen it's high there is a risk of obsolescence therefore right offs (I don't know exactly what TRXs inventory is but I guess it's material for future surgerical use). If demand growth slows a company may need to slow production more than normal to stop inventory building therefore margins weaken due to negative.operating leverage (may not be the case here but often happens with industrials)

[contact2fsnetcouk] 12/9/2021 16:40

Bertie,

What's "DSI"?

TY

[bertiebingo] 12/9/2021 15:48

Anyone have a view or a comment from the company regarding the exceptionally high DSI which has remained around 365 days for the last 3 results. I did ask a question on last weeks InvestorMeetCompany but was too late for an answer.

[pennstreet] 12/9/2021 10:58

Add for gold. I don't see this drifting any further

[baconlover] 12/9/2021 10:26

I agree the future looks bright, but suspect we'll drift for a few weeks until the next update (just being realistic). Hold for gold.

[pennstreet] 12/9/2021 10:16

Excellent video. Thanks GSGThe future is bright for TRX ;0)

[gsg] 11/9/2021 16:21

Apologies if this video has been posted before.





The Balancing Act

Did you know that approximately 300,000 women in the U.S. undergo surgical procedures for pelvic organ prolapse (POP) each year — and the prevalence increases with age? Many suffer in silence because of the perceived stigma associated with the condition, but treatment innovations are now available. ARMS Medical is providing innovative solutions for women’s pelvic health issues. Their pioneering technologies, including dCELL® Technology for pelvic floor surgery, may help women recover faster, and may lead to fewer complications, compared to older techniques.

Their innovative approach to pelvic floor surgery is based on the use of a next-generation tissue, DermaPure® and VNEW™, decellularized dermal allografts featuring patented dCELL® Technology which stimulate natural healing, minimize scarring, and are used to reinforce the repair of damaged tissue. DermaPure® and VNEW™ with dCELL® Technology have shown improved safety and efficacy in over 3,000 pelvic floor surgeries.

[ultrasilva] 10/9/2021 14:05

Vadim Alexandre about the TRX report:


hxxps://audioboom.com/posts/7939600-vadim-alexandre-discusses-tissue-regenix-s-half-year-report

[pennstreet] 10/9/2021 10:01

Added 1.2m

[pennstreet] 08/9/2021 13:00

Great interview. Clear strategy, ready to handle the onslaught as we emerge from the pandemic

[gsg] 08/9/2021 10:51

Nice one Penn. I'm quite a bit behind at 5m. If, a few of my other stocks reach target, I'll attempt to catch up here.