Mar. 20 at 3:32 AM
$OTLY @Value1930 if you ask my honest opinion, I was expecting the China carve out early Jan, few weeks before the ER and have clean guidance for 2026… Did not happen…
Chinese are just back from their new years. So our best bet is late March/ Early April.
Looking at quarterly spend profile : 1.4 , 3.5 , 2.5 shows : early scouting for Q2 25, data room, negotiations with interested parties in Q3, narrowed down to 1-2 and deeper negotiations in Q4… so we really must be a stone throw away from the deal.
One remark: China Resources is the biggest shareholder. Who knows Chinese market better than them?