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The typical cast of pessimism when the price moves... classic.

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JamayneLorenzo

78 Posts.

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16/08/21

09:00

Post #: 55310306
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Originally posted by TriOptimum: ↑

I like the good vibes about Victoria, but to me the signals out of Federal Government are mainly about CSL and always have been. Discontinuing AZ production was always about allowing CSL to pivot to mRNA.

As you've said before Ratifink, there's possibly room at the table for IDT if more than one manufacturer is allowed a slice of the pie, but with the amount of capital investment CSL are looking to do, there's not likely to be many scraps left over for other players if their proposal is accepted. I think more realistic is another possibility you've pointed towards which is an IDT role in a CSL supply chain rather than a separate manufacturing stake.

Even the partnership with Doherty for their new vaccine, while exciting, could get gazumped in the years ahead if Seqirus is muscling into a Unimelb/Doherty vaccine hub.

Hopefully I'm dead wrong to be this pessimistic! But looking back at my more optimistic posts in recent months, I've drastically advised my outlook for a re-rate, the Friday arvo surge to 42 c notwithstanding

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The typical cast of pessimism when the price moves... classic.

IDT Price at posting: 42.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 9.5¢		Change 0.000(0.00%)		Mkt cap ! $33.39M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
1	10200	9.1¢

Sellers (Offers)

Price($)	Vol.	No.
9.8¢	14900	1

View Market Depth

No.	Vol.	Price($)
1	10200	0.091
1	220500	0.090
2	55600	0.085
5	66670	0.080
1	25641	0.078

Price($)	Vol.	No.
0.098	14900	1
0.100	200000	1
0.105	268130	5
0.110	204244	7
0.115	308282	2

Last trade - 16.12pm 01/05/2024 (20 minute delay)

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