Writer , I think you are missing the key issue .
You new ideas and developments are great , but they don't put bread and butter on the table (in the form of revenue).
Shareholders want to see some closure outcomes emerge from all of the discussions and developments .
There has now been plenty of time to deliver ...it just hasn't happened (at least in terms of the timelines articulated by the CE ) .That is when hype turns in to spin imo .
Ralph Sarich invented a supposed disrutive car engine many years ago ....!!
It never progressed beyond the development phase .
Let's look @ the track record so far :
The 1 ML ....developed , but now mothballed .Clearly a failure in the marketplace .
Unitract ....??????????? not sure of the detail , but clearly not a winner in the marketplace .
Unifill ...clearly gobbled up up by the market as forecast by the CE .It appears to be a hard slug ...it could still be big winner , but shareholders need to see the hard evidence .Credibility on the line BIG TIME .
Uni has to deliver actual sales outcomes in order to demonstrate to the market that it has a sustainable business .That is the problem @ the moment imo .
"In light of this, and with the second line Unifill to be installed and operational by second half next year,..."
WRITER
I would agree with you on this point Writer ...indeed as per the questions that I have asked Loogs to put .
The problem with this at the moment .....it can be viewed as more spin , because there is nothing tangible on the table to provide credibility to the statement .
My recall is that the ordering --> operation process for the new line is ~ 10 months .
So , if that is to occur by mid 2013 , Al must be placing the order as we speak .Where is the evidence , other than talk ?
Holders want tangible outcomes and evidence Writer ...that is the problem !!!!
When that is not forthcoming , over a lengthy period , people stop believing , and it becomes spin .
regards
Q
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