ISN 9.09% 6.0¢ isonea limited

isn, page-11

  1. 733 Posts.
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    Mak, agree. This has been so entirely disappointing. If you look at all their investor presentations going back years, it's all about the blue sky opportunity. But at some level, even without approvals, the opportunity needed translating into a robust, executable growth and marketing strategy because if you can't bridge the gap to market and connect with the consumer then there's no underlying value. It's so frustrating that after all this time, you can't find the product in a chemist or in the supermarket even within their primary market around Australia. Which speaks plenty about the appeal of the product and the ability of management.

    I rode this all the way up and most of the way down. There's a lot of lessons here. But fundamentally, if they can't demonstrate how they plan to cover their costs then they're not a sustainable going concern and it's not worth owning at any price. Regrettably...
 
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Currently unlisted public company.

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