Plough, it's just my experience of what my company can sell our specialty chemicals for in the US when it is a relatively unique and value adding product. Of course "value to the customer" and hence price they are willing to pay can of course be totally different. Alexium also operates in a different market to my company so the norms could of course be totally different. I looked at some of Alexium's toller's websites a while back and their manufacturing sites did not seem to be too different to where I work, so its my gut feeling that there may be some similarity. Would love to have a tour of one of the facilities one day
As I said in my post, my pricing assumptions are just my speculation and everyone should do their own research and make up their own mind. At this stage though I am prepared to believe management's claim on what they can deliver in the next 6 months at this time. Maybe I will be found to be delusional
AJX Price at posting:
59.5¢ Sentiment: Hold Disclosure: Held
