REFLECTIONS14 Sep 2022 13:43
Decided to hold off this morning to think this through and do some further research. Having now done that I offer the following thoughts. 1. The market has over reacted, no surprise there. 2. The figures for the USA are excellent, particularly when you think some of the sales team were still being recruited in June. 3. Perhaps most important of all, the figures would have been much much better if it had not been for the APAC sales. In looking at this I did not realise that throughout many parts of that region restrictions were only eased in late June ! Overall therefore, and along with the new distribution agreements sales will only get significantly stronger. As a result I took advantage of the drop and bought more this morning. As always dyor