Could not attend this year but saw most of the AGM and have discussed it with people who saw it all. PNV sound very confident that they will increase sales and market share. First sales and substantial sales in India. Leader in England and Australia. Growing and healthy sales in America that is only slowed by numbers on the ground. They must be so close to first 8m sales month and eventually 9 and 10m months. DW saying if you want a secure market investment to protect against world events, PNV is your share. Small profit this year and higher in FY25. Meaning completely self sufficient. The next two years I feel will lead to a signifcant rerate. Marcus Wagstaff saying ulcer is the next growth area. Massive issue in chronic would care and am frustrated that the trial was not done until now. Everyone knows BTM works very well in ulcers. When burns and then ulcer approval given our sales will snowball. Do not listen to contrarian views. We will be rewarded. I already have in a major way but the future is quite rosy. Why would you build a 500m product capacity if you were not 100% confident of uptake. The next 2 years will be transformative I feel. Time to hold and reap the benefits.
Have a nice weekend
Bill
Could not attend this year but saw most of the AGM and have...
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| Open | High | Low | Value | Volume |
| $2.15 | $2.20 | $2.14 | $3.020M | 1.387M |
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| Last trade - 16.10pm 30/05/2024 (20 minute delay) ? |
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