POH 0.00% 0.0¢ progress 2023-2 trust

Ann: Receipt of R&D Tax Incentive, page-23

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  1. 1,963 Posts.
    lightbulb Created with Sketch. 25
    I was just wondering what could Mr Kerr know more than other shareholders given that:
    1.The arbitration decision was only a matter of weeks ago
    2.The FDA patch meeting is still say 3 weeks away
    3.Terumo and other Japanese pharma companies are notoriously slow in deal decision making
    4.This only leaves the local Animal Health Feed Business to provide any possible immediate positive input into the current dire situation .This business has been in limbo for some time with only vague references in relation to potential partners
    The final scenario is that Mr Kerr is merely averaging down his share cost base and is no better informed than the rest of us and is merely hoping for an improvement in POH fortunes.
    Kens
 
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