Q
* the factory has only just been built.
* The machine just turned on
* Qualification due end of this month
What do you want 500M units of sale from a 60M unit machine designed to prove it all works !!!! The real model we will go on with pumps out 150M units and we havnt even ordered them yet.
Really what is it that you want ??? They signed a new deal with a new Pharma which is on top of the deal with the worlds biggest user of our product ??? What more
You want all the names and figures and dates of the agreement !!! Well thats just not commercially realistic is it. Its a closed deal struck between companies in an environment of competition with other parties doing the same kinds of negotiations.
As for revenue check out all of the Griffin reports and you see no major ramp up in income from production for a while yet. Why !!!! because we dont have the production lines installed, it was the plan, it was openly communicated and it is being achieved. One step at a time.
The only income we are likely to see this year and most of next is cash payments for access to the technology, partnerships like the deal with Sanofi to pipeline new products and some sales from the 60M unit line that will lead to ageing trials and then supply agreements.
One of the biggest positions I have is in a little gold company SBl that poured gold this week, and of course the price went down. Do you see me on the SBL thread pulling my hair out. NO thats just how the market is at the moment.
So to all who are weak at the knees, take a concrete pill and harden up !!!!! thats the market........
When i see them failing to achieve a milestone then you will see me ring Alan and have a go, so far for the last 2 or more years they have it every stated goal and have never been more that a few months behind on anything. When you deal with the kinds of regulatory and other problems being in this industry its a pretty good result to go from a patch of dirt to a running production line with two major customers in 18 months.
So back to the original rant, what have they failed to achieve that they said they would ???????
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