RE: No Dilution29 Sep 2021 16:43
I expect no significant news re LFTs tomorrow and I expect the SP to take a hit as a result.
I think its shameful the way AS talked up deals post CE mark and subsequently nothing, zero, nada . Don't get me wrong, the tests will sell over time and will generate good returns over time but it is clear (for me) that there are no big deals in the pipeline and probably never were. On the positive side I think the current SP is fair value, and any drop post the presentation tomorrow will recover to these levels.
On the other hand I may be wrong and will not be disappointed if I am!!