Kicks
The first question that springs to mind is ‘are the future spend indications on production each quarter net of R&D incentive provisions or not’. You are clearly tracking and recording everything and therefore better placed to assess. My recon was a one off exercise (marginally better than on the back of a cigarette box) and I have mentally used the outputs to provide order of magnitude estimates of future outcomes as we have received new data. Wild and wooly to start and always featuring a shade of grey.
Counter productive to do a fresh review until we get the latest 4c. Have a feeling the picture will still be grey.
Welcome yr analysis though.
Rokewa
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