I believe we all share frustration about not having met certain deadlines but on balance in fact I'm far happier now knowing that they have developed a partnership where there is clearly considerable and multiple benefits, from developing the technology through to understanding what the USA market seeks, the rollout of that technology into the field all at minimal expense, plus the initial $6 million plus future funds derived from option exercise - noting that NEA has just undertaken a fairly large fund raising to meet costs associated with its own USA rollout.
I agree that the Australian commercialisation is another dimension which is likely to add considerable value as well, but perhaps having learned a lot regarding the USA market will add more benefits to SFI rollout in Australia.
And on a personal level I've been able to average up over the past few months, and continue to do so.
- Forums
- ASX - By Stock
- SFI
- Spookfish Rated BUY Initiation Research
Spookfish Rated BUY Initiation Research, page-54
-
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)