Nothing is ever as easy as we would like. Always takes more time and effort, which perhaps they'd rather not do as they just want to get on with the job at hand.
BUT, it's hard not to agree with Peace's fundamental position though that they are not good at communicating what they're doing across the whole of business. They have a number of things on the boil, but we hear very little of them all at any point in time. All we've heard lately is snippets about CCP/EET. What about Genetech? Telethon? UQ? Phenomica? Phoremost? Other?
They are asking for our support, but we're largely in the dark on many fronts. This leads us to all DSs speculative / trading rationale to base the investment decision on. Fine, if that's your bent, but you cannot deny it would be good to know more, no matter how difficult it may be. Maybe they would be better off private.
PYC Price at posting:
1.3¢ Sentiment: None Disclosure: Held
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