I really do think David has performed very well at transforming the company and re-imaginging the busines from the rubble he began from. I still have a lot of respect of the performance and growth of ADO (behind closed doors of course)
- We are earning the most revenue we have ever seen is ADOs history through Serum Institute of India, we have many, many irons in the fire impending some form of revenue stream. >$1M per annum now.
- Where we have clearly been weak is converting any of the Energy products to large sustainable income...
- Again - the performance of David has been appropriate and effective, but at a cost to the shareprice and SOI. Is it a case we need to now serisouly spend money to make money? YES....
But not at the expense of Long term holders constantly... we need new excited investment into the business - Ewen needs to assist in opening doors to major Sophisticated investors not shitty brokers all the time.
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