RE: Topped upFri 12:04
apropos1 - apologies for not replying, I was diverted elsewhere and only just seen this thread update.
I think shandypants has summed up the Japan element similarly to my own thoughts i.e only an opinion based on logical progression. I would also add that Greg M is very experienced in these kinds of inter-company dealings compared to his predecessor who wasted over a year achieving nothing.
Not sure I agree with your pov on the debt facility being irrelevant though. With the dilution you yourself point out, shandy, why would they not rather 'go in' again if required. Hopefully, it won't be an issue either way...
As I state on the other bb:-
GM needs to fulfill his option price by June.
Aus/NZ must be having an impact on Norgine sales nearly a year in.
Germany was expanding at a rapid rate on last known comms - should continue to do so.
Spain up and running - Italy and France to follow.
US prescription data could be v good as they have been taking on new staff and advertising for other Senior management figures over there recently. Not something you do if cash is getting tight and a placing is required imho (and no comms to boot) !
All in all, plenty to feel bullish about. One day soon the spring will be let loose ! GLALTH.
We deserve a change of fortune for all the loyalty shown to the company.
Have a great weekend all.
Dave.