Ann: Change of Director's Interest Notice, page-24

I disagree with you 100% in your comments
regarding KPs assessment. He obviously is
sceptical . Deservedly so. So am I.
Sure the chairman has established a new Board
, New CEO and Senior Management in most areas.
of Mayne. Of course it was needed we all agree
with that . Things are happening quite quickly also
Great. Some have been referring to Feb. update .
Profit 2024. I’ll tell you what I would really like to
see . The 1st quarter 23 sales and Marketing costs
and revenue. This would enlighten me to some
seriously insightful information. . Company management
has those figures now . So to all those saying we are
being communicated information. Think Again !
Now I can just foresee the Doomsday, Conspiracy
theories and waste of time comments coming my
way . Go for it . The thing with Mayne products is
they appear to require continual S and M o/ heads.
The future Menopause (Donesta ) product , possibly
a better ( profit and market share ) than Nextellis.
Who cares .? Really. We have already invested
$300m plus on Nextellis. Was it a good investment
? Definitely not !! Why get too excited about Donesta .
Again competition galore. Limited market share even
possible in USA. Some radical new release may be
approved by another Pharma tomorrow.
Now should I be completely wrong and they’re going
to be world beating products achieving $1b per annum
. We don’t know do we . One way to keep share prices
low is doing exactly as management’s doing now.
Keep O/ Heads very high % of revenue. This company
could quite easily be a T/O target by a Hedge fund.
including existing Senior Management. Suddenly
S and M costs are reduced markedly and their SP.
would go anywhere.
pretty long winded I know, but this type of things happen
every day . Then all the know alls become mute.
KP is also 100% right this company is a trading stock
nomore . There has been no serious accumulation.
Also Stepp ?? Mayne is also down 90% from its highs.
and has halved under new management.