The problem with the next 4C is that it will reflect sales during July and September quarters. Definitely more than previous quarters but not that much. The strong September and December sales will hardly be reflected. At the same time they had all the vax and ADAPT expenses. That way we may even see a widening spending gap. Of course nothing to worry about if you know how things are related but there will be some interpreting this as another failure. I expect the HSV 2 interims results not before mid February.
With sales about 6 months ahead of reporting them and any vax news 6 -8 weeks away we could see more downward pressure on the sp, especially when our impatient holders continue to verbally abuse management. Tough times when approaching the turning point to profitability. Been there before and it is often difficult to withstand the strong headwinds.
I know I get laughed at when writing that I have used and will use the sp weakness to buy more cheaper. That's the only way for me to make money as chasing an upwards moving sp always ended in a disaster.
I am confident that in a LT it will be rewarding as the fundamentals are very sound. And even if our management makes mistakes I rather have them running AHZ than the majority of AHZ - HC posters.
Merry X-MAS everyone.
AHZ Price at posting:
70.0¢ Sentiment: Buy Disclosure: Held
