Having been here since 2014 the initial hype around POC1 & BBI was exciting but it was the battery tech that was my key interest which sadly for along time played 2nd fiddle. I always felt there would eventually be a pivot it's just a shame life sciences didn't deliver first. Think where we would be if we just had a core life sciences business contributing to the income statement when the pivot happened. Imo Management in hindsight made a massive error in trying to jump on the covid train. It was always going to be a short term fix that allowed some people to make some significant short term profits but it wasnt a good decision for the long term success of the company and DT paid the price. DR should have stuck with the life sciences for a bit before the pivot but he relegated the division. I can only hope that Merrill can get the mix right and finally get a return for shareholders because it definitely feels like the last roll of the dice.
ADO Price at posting:
0.8¢ Sentiment: Hold Disclosure: Held
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