Dialed in half way through - lots of Q from the analysts - no option for SH to ask. It ran to almost 10 and I think GW was glad it was over. Very uncomfortable as he bloody well should be.
To have stood up only a couple of weeks back singing the praises of the R&D, when he would have known that dose sales were not going to hit anywhere near guidance is not a good look.
He made great play that SRX really don't know how to estimate as the dose sales on a daily basis are variable. The suggestion of course is that the dose sales have dropped only in the last few weeks and that they have only recently come to this conclusion.
I'm calling this out as very large BS. I suspect that dose sales have been running at well below the 16% of last year for some time, and probably 10%, and that is why we have seen shorts go from 1% to 3%. GW would not be able to acknowledge this as it would raise a Q on his share sale a few weeks back. Now where is Slater and Gordon?
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