"Imo Management in hindsight made a massive error in trying to jump on the covid train. It was always going to be a short term fix that allowed some people to make some significant short term profits but it wasnt a good decision for the long term success of the company and DT paid the price."
My thoughts on our Covid experience:
Covid was a one in a life-time opportunity for the company. Management made a good decision jumping on the Covid train but where they went wrong was the TGA approval. If they'd gone for emergency use approval from day one instead of full approval, we would've made it into at least the Australian market, we could've then gone for full approval at a later date but we would've had a gateway for our Sepsis test. The company themselves said Sepsis was going to be bigger for us than Covid. I have no idea how DT got the TGA application so wrong but I'm sure the company, after investigating, knows what happened.
As for Ferroglobe... what the hell happened to make them take us to court? at a guess... they had to first suffer DT.... and then put on ice.... only to then suffer DR. If how DR spoke to shareholders was any indication of how he spoke with partners, then we weren't in safe hands
The way I see it is it's not one division of the other. Both could be extremely lucrative.
Why they haven't gone after the solar market, I'll never know. One of the sunniest countries on the planet and we're ignoring what's on our doorstep and there is a new compound researchers have been toying with for years but have had the same problem as the battery industry had with silicon. Dropping in a little bit of Anteo X might solve that problem....
the following solution sounds costly (Sila?) compared to what we could do:
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)