RE: Tanking7 May 2025 12:47
So much we don't know. Sometimes with perfumes when there is unsold stock they dump it on other countries. But you can't always dump stock with someone else's brand or logo on it. We don't know if Watson/M are still on board or if how they feel about INCAN and whatever costs Watson/M incurred up to date. We don't know the costs of storing the inventory or status of the inventory - eg branded, unbranded, in vats - or its sell by date. Don't even know the cash position here. I guess the pricing of the stock for the Uni of Bradford is positive-is but I can see a lot of potential negatives stacking up.