ECS 5.56% 1.9¢ ecs botanics holdings ltd

I'm using the equation to extrapolate what the value of this...

  1. 982 Posts.
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    I'm using the equation to extrapolate what the value of this engagement is had it been a 3yr engagement for comparison purposes.

    The CAN group agreement is a signed variation agreement. My point is that for it to be a variation means that there already was an agreement in place which was met and then additional supply requirements came about which have now planned, agreed and signed.

    https://hotcopper.com.au/data/attachments/5549/5549355-5acc2d58ccd85daa934f38bbe7c1bf35.jpg

    I think describing the variation agreement as:
    • "just a stated intention of discussing terms for a possible 6 more months" or
    • "piddly 880 G for 6 months"
    leaves a lot of info out of the discussion, which isn't very helpful. If you don't like the line of questioning - I don't really care.

    $10M (over three years) sounds pretty good - it equates to nearly double the variation agreement with CAN. I've tried searching for the original Levins health agreement to gain more context but can't find it. It could have been a $15M - 2 year agreement, now a $15.88M agreement over 2.5yrs, to me the additional information is important to create an informed comparison. Hence why I asked the question.
 
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