Crawford (and all), getting back to the film supply strategy...I think the clue is hidden away in the RNS. I suspect that Tampa will be upgraded to Pharma standard to make film."
Hi Inghu,
sorry, I'm only getting back to you now.
That is an interesting point you make, there is no doubt that the two film lines they bought could be housed here or in Dexo or the new JV.
Do you think Tampa would have the capacity for producing all this film that will be required from next year? I have my doubts...
As for a takeover in March, my first impression on reading the latest RNS is that this will make us more attractive to a takeover and better able to negotiate better deals without any need to make another big deal...
I agree £1.50 would be cheap, but I'm sure there would be a queue lined up to make a bid. Lets face it, pharmas will mad keen to do deals with us - one of them will be too greedy and want to buy us out - especially while we remain below £2.
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