S is for September… and Sirtex (10/09/2014)
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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Michael Donohue
:
At about the one minute mark, Russell mentions that Sirtex could be selling around 30,000 doses in a couple of years if the SIRFLOX trials go to plan. May I ask how you guys reached this figure?
Roger Montgomery
:
In Russell’s absence, I can suggest estimated from conversations with relevant parties but remember, entirely ‘blue sky’ and based on successful trial outcomes.
Simon Stewart
:
Hi Roger,
Just going back through the archives and read the piece on My Net Phone from April 29 2012. I wonder if you could do a re-cap given it is 2 years on and at least from a share price point of view the company continues to impress. Did you take your own advice and do you still currently hold MNF?
Roger Montgomery
:
It suited us then, but too small for us now.