earnings analysis and forecast, page-7

TDA,

What the hell do you think my motive is here?

I hold the stock, my old man holds plenty and I have said repeatedly that I believe we will reach 50%+ market share at some point.

I have read post after post giving short term earnings figures that IMO are ambitious to say the least. I am giving legitimate reasons why I believe they should be taken with a grain of salt.

I have been asking for days if anyone knows where Bloomberg gets their numbers and how they are calculated and instead of answering my question when asked, you spit out this ridiculous diatribe that actually says nothing relevant in respect of the concerns I have been posting about.

Absolutely pathetic. How to look like a moron 101.

As for COGS; what magnificent formula do you use to reach your conclusions? Why would it not change when a significant discount is applied? Why is using the only available info (the websites) less valid than 'guessing'?

When we first started selling Fonda the price was $116 for a 2.5mg syringe. This was when Bloomberg figures were first quoted. In Feb (from memory) the price went to $63. This is a significant change, don't you think?

My worry is, that they are using the $240m retail market size quote from this period and plugging in units sold for later periods. If they are, it will be miles out. Are they doing this? I certainly don't know but the $240m figure fits a bit too well for my liking.

Dirk's post:
'6th February 2012 ACL announced that Dr Reddys had a market share of 18% representing 1.4 Million a week.
The same announcement touted that Reddys had 30% of the retail segment which was worth a robust $240Million this divided by 52 Weeks is 4.6 Million a week 30% of 4.6 Million is in fact 1.4 Million a week as stated in the announcement'

Nice fit eh?

Anyway I have put forward a couple of concerns which may or may not affect the shareprice in the short term, and no Cake, I am not being malicious at all; I would have thought it would have been pretty obvious.

'It's no wonder nobody who tries to keep in touch with what's happening is willing to share, they'll just get shot down....'

-What the hell are you on about? You're the only one who does any 'shooting down', although you're obviously not a very good shot.

Put me on ignore TDA.

Cheers