IDT 4.35% 12.0¢ idt australia limited

Aussie mRNA manufacturer 2b DECIDED this week, page-18

  1. 27 Posts.
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    I dont agree that people are unlikely to have a booster shot unless we have a spike. Why wouldnt you have no 3 if youve committed to nos 1 & 2? I think you will find many more than you have suggezted will jave no 3.

    Having said that yes agreed we have more than enough to cover the 26 million here a few times around but what about our commitments to overseas? 200 odd million in our northern neighbour alone x3 thats a lot of jabs required.

    IDT will be the manufacturer for MIPS and that promises many more opportunties than just covid. Sure your investment plan might not cover the long term nature of these oppos but in the long term I see 55.5c per share for this company very cheap no matter the anns to come.in the next few months.

    I'm 17 years at least away from retirement yet I will be loving the SP if I hold on for that long
 
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