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The way the market has treated Unilife in the last year indicates (to me) that there has been some misunderstanding over what to expect - while AS has certainly indicated some long term estimates, there were also perhaps some earlier expectations for revenue that were not borne out.
Hate to reiterate, but in that Cramer interview, AS was trying hard to demonstrate that there were some near term sales (real soon now - and he pumped the fact) - and there were, but sales for trials of what, some thousands of units? I think this is one of the problems. If you are not straight with the market and paint a false near term picture, you will be caned. AS would have been better being completely upfront on what to expect rather than trying to excite the market too early.
We are all pushing for positive news - if there really is nothing to be expected till late 2012 at the earliest, AS should put away his salesman persona in terms of near term revenue talk and rather come out with more med/long term discussion - nothing more, nothing less - its a difficult thing to do, but he can still build up hope with talk of more due diligence with pharmas.
The reality is, many investors are looking to pick the eyes out of the market and there may be far more near term opportunities out there.
With Unilife, it sounds like its a matter of good things coming to those who are prepared to wait - that appears to be the case for med/long term holders. For those looking for other opportunities in the meantime, yes, it sounds like they are also prepared to wait, but before they jump in.
Its nice that AS has replied very recently to KB13, but rather/in addition to a reply to a single holder, let him tell the market publicly what to expect - wipe out any misunderstanding and he may find more friendly investors who like and believe what they are hearing - near, medium and long term.
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