RE:Shareholders' patience reserve" now very low...Snowballgrowth wrote: We now have to see significant growth and higher margins ! .. and hope to get LATAM's currencies are going in the right direction vs Can $
Yes ...
growth will come from additional drugs added to the portfolio, jockeying exisiting drugs to new geographies and for new indications and improved marketing of existing drugs.
higher margins will come from changes in pricing strategy on certain drugs and reduced internal costs.
On the currency side, there will need to be some hedging but more importantly, you likely reinvest that depressed currency in opportunities of the same currency - to grow profits that can later be converted into higher Canadian dollars. That's likely the slowest game but fits GUD's patient approach to investing.
just thinking out loud.