RE:RE:RE:More rumination on patent sale and debenturesYasch - you're definitely right (& the other poster as well) on the tax losses forward - i looked at the interim tax note which is light. Fiscal year end 2022 financials note 5 - so tax losses would absorb the gain on patent sales . They even have a large minimum tax carry forward so I can't see any cash outflows from the patent sale - sorry, should have looked deeper .
the debenture adjustment is removed for tax reporting as there is no transaction behind the number. It is just a hypothetical delta in value based on 3 months of stock $ movement and FX. Conceptually the number fluctuations are valid, it is just completely ridiculous to actually book an entry into the statements every 3 months. They should stay as a note to the financials so investors can do what they may with the math data.
we will disagree on PW's forward value on BB.