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Ann: AGM Presentation, page-3

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  1. 554 Posts.
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    Yes, I went as well. I was impressed by MD and the two sales guys present.
    They all seem on top of their game and are very positive.
    For all that, I reckon the Labcon news is the best news we will have for quite some time due to the time and pain for the potential clients to face the need to abandon much of what they do now and to accept they have to change. I don’t doubt the future success of BCT, but anticipate share price drift until another significant contract is achieved, and wouldn’t be surprised if that is a year away. That is in no way a criticism of management.( I think they were smart with their cap raise timing matching a peak in good news for a while.)
    Big corporate customers are inherently slow, with corporate managers reluctant to make bold decisions which could be career damaging if wrong.
 
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