Interesting thought MrsB, although I'm not entirely sure you understand what I'm suggesting with cash + script, as script can easily be monetised - ie 10c/share and + share for every 100 MLA shares held in say PGC, this hypothetical example would provide a far better net return to shareholders and allow those who wish to continue to share in MLA's future success or alternatively turn around and monetise their 'bonus' PGC shares on market. But everyone has to make their own decisions, I'd only advise that everyone does their own due diligence on the offer, and hopefully any other offers that might eventuate.
Regarding your OEM concerns, back around the announcement (in Feb-17) there was some discussion on the OEM carefusion business and what this loss might mean. @groberts did some fairly handy sleuthing in post #22538246 . His estimates of around the $500-600k/quarter (or approx $2m/pa) revenue mark, aligned with my views also. The contract expired in May-2017. Whilst this revenue is nothing to be sniffed at, gains made across the business in both Tuta and Clements over the past few quarter, especially Clements with the Ardo arrangement, are well on their way to replacing the lost revenue at better margins IMO.
