I found the comments around the Mt waverely production facility to be the most interesting. They have confidence in its future “if” it can secure contracts, kind of a weird statement, perhaps they clarified in the oral presentation . The positioning of the assset as sole Australian facility of this sort and a Sovereign production facility is different than how it was previously sold which was to fill a gap in the Asian market for blood bank products particularly China, if I remember correctly. Does this suggest a change was necessary in business model and outlook for the facility.
it appears to have started production, nice!, but not much fanfare….hmm
overall I think the market has correctly predicted the outcome for this year and already adjusted down accordingly.
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