Worthind,
interested to hear you say:
"mr market is well aware that avx is progressing marketing partner agreements, for us and eu
avx have said themselves such deals will involve cash upfronts..."
Where was that written? Doesn't seem to be in the half yearly report or the company update, or the update on marketing partners issued in dec 2012. If earlier (I haven't gone back further than that), does the lack of a similar statement in these 3 latest reports mean they are back-tracking and no longer expect any cash, or are you mistaken about AVX having said it?
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