AFF Member Stock Discussion

[Quickstatus]

I therefore think the idea there will be a significant increase in the numbers who take up Auslan is a bit of a fantasy.

I agree, but that is the position of Deaf Australia and advocates for the Deaf.
It is one of the several reasons why i think Cochlear has never had a significant uptake of implantation rates.
Even with a Cochlear implant many children learn Auslan because there are situations where the processor (the outside part of the Cochlear) cannot be used - such as swiming, or watersports.

 

[Mr_Orange]

Bought 400 Cochlear (COH) sub $100

That is a spectacularly risky buy. The chart has been telling you since August 2024 that the price is going down. The price dropped over $70 just today! There was also a large price drop in mid-February.

 

[TheRealTMA]

Bought 400 Cochlear (COH) sub $100

Buona foprtuna!

Bought March 2004 @ $19.51
Sold July 2025 @303.10

Think they are now a basket case.

 

[prozac]

Several issues.
In all only about 10% who could benefit from a Cochlear actually get it - and this % has been stable over the history of cochlear and appears worldwide.

One problem I think is basically the high cost barrier even for those with private health insurance.
Need at least silver/gold PHI
PHI also reducing due to costs of living
And then there are doctor gap fees
Public funded waiting lists usually 12 months or more after seeing the public ENT and then there are eligibility criteria.
Resistance to cochlear implants include anxiety about less of residual hearing, serious risks which are uncommon but need to be understood.
The regret rate (those who regret having a cochlear) is about 10-15%

There is also the Deaf culture and some in the deaf culture see it is a threat to Deaf Culture and sign language

While 10% of cochlear eligible patients get a cochlear, the vast majority of deaf newborns >80% in the developed world get a cochlear. I suspect this is because most early all deaf newborns are actually born to hearing parents. The problem here is that hearing parents do not know Auslan (Australian Sign Language). Deaf Australia advocates for access to Auslan from birth for deaf newborns rather than an a carte blanche automatic cochlear for deaf newborns because of evidence that show that Auslan does not result in social isolation or poor health. The argument is that the cultural barriers relating to deafness is imposed by the community and not deafness per se. They advocate for Auslan as genuine language - just a visual one rather than a spoken one - the implication is that cochlear is not necessarily needed.

Well you could have told me yesterday!
I am happy with the purchase and believe the rerating is all about implantation pipeline issues overseas. There is of-course forex risk as the aud$ improves, or is it a basket case now also?

Buona foprtuna!

Bought March 2004 @ $19.51
Sold July 2025 @303.10

Think they are now a basket case.

Spectacular coup. Well done.

 

[Quickstatus]

is it a basket case now also?

Here is a Australian derived review article discussing the barriers to cochlear implantation in the adult population
Cochlear will always be a first world product and even then it is quite niche.
The technology is mature so while COH has approx 50% worldwide market share, there are also 2 other competitors in Europe (MedEl and Advanced Bionics) and one in China aggressively pricing their product into the burgeoning chinese middle class market (Nurotron)

 

[prozac]

Here is a Australian derived review article discussing the barriers to cochlear implantation in the adult population
Cochlear will always be a first world product and even then it is quite niche.
The technology is mature so while COH has approx 50% worldwide market share, there are also 2 other competitors in Europe (MedEl and Advanced Bionics) and one in China aggressively pricing their product into the burgeoning chinese middle class market (Nurotron)

I was actually referring to the aussie$. We are accumulating debt at such a rate.
I am aware of the slow uptake in older adults. I still think it is a good buying opportunity.

 

[TheRealTMA]

Well you could have told me yesterday!
I am happy with the purchase and believe the rerating is all about implantation pipeline issues overseas. There is of-course forex risk as the aud$ improves, or is it a basket case now also?

Spectacular coup. Well done.

Let me tell you sometime about a few others promoted to me by my broker at the time (who made good commissions) which just tanked. One reason I don’t use them anymore. And in the last year about XRO and your heart will warm for me.