Share Price, page-112

They've manage to fix 1 part of the problem - getting deals done. They unfortunately haven't fixed the communication problem. 

Strides is a perfect example of this - everyone thinks they are full of it (expect those who went to AGM or spoke to management) regarding SUD getting $175k p/month in co-development income. The stock would be north of 1c if the market believed/knew that this money was coming in.  Yes, I understand commercial in confidence, but you can put enough loose information out there for the market to work it out. I'm hoping the 4c does this. 

They've turned the ship around in the sense of:
- multiple deals done (excluded CBD deal, that's rubbish)
- on-going revenue strides (yes, I did talk to management and got this confirmed. Bucky send me to jail for insider info)
-  They are looking to dispose of Artimist 
- They've narrowed their focus on monetising the generic portfolio and only focusing on 2 x projects
- Any co-development work has to be non-balance sheet dilutive. 

The business is "de-risked" but at the same time the market risk remains so, so high, simply because they can't communicate. I was considering buying more, but I'm not, purely because they can't communicate. 

I have this recurring nightmare that SUDA manage to sell Artimist for say $20m USD, but SC cocks up the announcement that badly the SP doesn't even move.