Ann: Personnel Change, page-15

BTG is down 15% in SP from 737p b4 the results to 651p now having been down at 567p. They forecast 26% growth in their TheraSpheres and only managed to get 16%. Dame Makin glossed over it as I showed in the Earnings Call Transcript posted earlier. BTG might dump TheraSpheres, Peel Hunt, Deutsche and Jefferies have all suggested as such.

I was thinking of buying BTG as a hedge to SRX but it is like catching a falling knife and with respect to Roger Montgomery, its days as a competitor in this space against SRX could well be numbered.

SRX has already had its fall, it is now well down on SP, dirt cheap and ready to be woofed down IMHO but pls DYOR.

This SRX could make it back to the mid thirties $30s AUD in no time IMHO.