People might want to understand just how Barda warehouse works as well.
People need to research themselves as they will be led and misinformed if they dont. Maybe not about the end result but the timing make a difference.
The reality of how to price AVH won't be evident till they have scale and cost of running full business are released so a clearer picture on demand and margin are able to be confirmed.
The wheeling out by AVH for reason for low demand and low rest of world sales and sales in their home Aussie market can not IMO be explained away with their comments.
No one wanted to comment when real burn numbers in states and follow it with ones AVH may have a advantage to treat was put up. It will take time and will take time for AVH to implement all support and infrastructure for a scaled up business. Positive is they have had 10 years to plan this so shouldn't have any excuses for not get it right by pricing it right to get correct % share at reasonable margin. Is the current management the right mix to execute this?
AVH Price at posting:
11.0¢ Sentiment: None Disclosure: Held
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