If you’ve already caught the interview from about 20 minutes ago, there’s no point reading this.
I just saw an interview with Mark Bolton (Panthera CEO) and VSA Capital, who I believe are paid coverage (disclosure). This is all the stuff that matters:
Preparation: very busy preparing second submission by 17th July; doc discovery with India’s counter; lawyers visiting Singapore; ‘in the legal trenches’
Share Price: VSA thinks suffering due to LCM concerns, Mark clears up that about 75% of the funds are not at risk, especially with hearing in December (soon), they just have to ‘role on through’ - not a big fan of the confidence that instills, but CEOs will be CEOs. He does refuse to speculate on the share though, which is good. Something other company CEOs could learn from. VSA thinks could move to 40p pre July second submission, and their price target is 80p when (and if) award paid. Mark was apparently smiled, which despite VSA’s comment, doesn’t indicate any kind of accuracy - Mark can’t know the future price himself, and he acknowledges that. Slightly pump like from VSA.
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