RE: This mornings presentation22 Jun 2020 11:05
also how do we know that's all the the UK govt have ordered? Good news that we can still sell elsewhere rather than being locked in to Boris's games. We did at one point think that would be the case and also that we may be offering them for free, which clearly we are not. Far more positives there. DF definitely not priced in. Look at the trial run after the sky news debacle, rose 90% on the day only to get a speeding ticket. I just cant see why if would be any different, except for the fact that we are now fully funded too so no chance of that happening after DF which I think was a great idea.
Was expecting it to tick up today but maybe some II's have forward sold. Or the MM's are fading up to sell to PI's at a higher price come DF. Time will tell.