TSN 0.00% 1.0¢ the sustainable nutrition group ltd

npat & valuation, page-66

  1. 357 Posts.
    Neo - let me be very clear - I do not have access to any special information regarding Dr Reddy's, and do not have a detailed knowledge of Dr Reddy's marketshare in precedent situations.

    I have just shifted my mindset from cautiously optimistic to "somewhat pessimistic" over recent months as so many things that were meant to be quite easy at ACL have in fact proved to be quite hard.

    My only reason for focusing on the 20-25% figure is that the Corporate Briefing document about 6 (?) weeks ago now socialised the figure of 20% as representing significant market share (I don't recall exact words, and don't have time to go back and find it now).

    This seemed at the time to be a very disappointing market share figure . . . . .but it is a figure that Pete has now put into the market. And while i am not suggesting that he would be happy with that level of marketshare, i could not help but read it as guiding expectations a bit lower than previously in terms of where steady-state marketshare might sit. I really hope I'm wrong.

 
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