Instead of concentrating on the device pipeline I find that I am spending a time wondering what the shorts next tactic will be.
I must admit I never thought of them approaching the funds for an off market purchase to cover. Which if they did would be a sign of the end of the beginning not the beginning of the end . Instead my thoughts concentrated on them continuing the scare tactics of the past I think they are going to play merry hell with the next quarterly. They will point out correctly that UNS is running at a loss while not ignoring but playing down the importance of the shipments to Hikma They will complain about the use of the orbis loan to put in production lines and suggest that the production lines are far more than will ever be needed . They will point to the interest on the orbis loan while ignoring the fact that it is less in interest than was previously being paid . As income from production ramps up they will go through the accounts looking for anything to show a discrepancy see whitney houstons treatment of lumber liquidators page 18 and following. http://www.*.com.au/whitney-tilson-short-selling-2013-12?op=1#-1
However they would be hard put to find third world exploitation here or would they