RE: Always drops on news this1 Dec 2022 15:28
"This net figure, which is a target agreed between MOS and EFC and not a forecast or guidance"
Good place to start, yes.
These "target" revenue numbers are pie in the sky. They mean Jack.
As has been posted here today and before. Do the Maths.
How many Sales, and at what price? How many drops? How much can they charge and how big is the secondary market going to be?
And time on these contracts is already running out. No investor with more than half an actual brain cell would trust these "targets" on blind faith alone.
MOS needs to give at least some crumbs of evidence, (real factual evidence), that these revenues are achievable together with a believable plan of action.
No such evidence yet exists. No such plan yet exists.