PNV 0.43% $2.34 polynovo limited

Thanks!Listened to it since. The timing is ambitious. I have...

  1. 193 Posts.
    lightbulb Created with Sketch. 10
    Thanks!
    Listened to it since.
    The timing is ambitious. I have inferred they are tendering the job and that tender process presumably hasn't started since they don't have a design (concept only at this point). It's good that they mentioned (so have an understanding of) long lead items but all in all I can't see them hitting either the commencement or completion dates. As long as there is no consequential supply constraint it's not a practical problem, but may be frustrating for shareholders.
 
watchlist Created with Sketch. Add PNV (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.