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Re: learningcurve2020 post# 684981

Saturday, 04/13/2024 1:04:01 PM

Saturday, April 13, 2024 1:04:01 PM

Post# of 732754

She actually thought a hundred million. I posted that tweet a couple of weeks ago.


And Newman guessed a few hundred M with at least one other long (forget who) agreeing. Every long who weighed in was predicting at least $10M is revenue for 2022.

That never made any sense. A bigger factory does not change revenue when the existing factory is not close to capacity.

Why the revenue number is this low is still a puzzle. NWBO did pay Advent $15M last year to manufacture and run Specials,,so one would expect NWBO get all the revenue. And why are they still paying for mfg at London ($7M last year) when Advent is plenty big (according to some reports, though never clearly stated).

Totally f'd up lack of disclosure that nobody has a clue what is going on in a clearly material related party transaction.
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