PNV 0.38% $2.60 polynovo limited

I did an analysis a while back on the relative benefit of...

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    I did an analysis a while back on the relative benefit of selling to India even at a lower price.
    https://hotcopper.com.au/posts/66610361/single

    The key points are that Indian reps will be 1/10th the cost of US reps. The market is 4 times bigger.
    The opportunity value per dollar of working capital applied in India is almost twice that of the US. We get more bang for our buck in a much larger market.

    Last edited by strangelogic: 03/06/24
 
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