Business Day BDLive – 27 March 2013
Tamar Kahn
…”They should disclose it,” agreed Aeon Investment Management’s chief investment officer, Asief Mohamed…”There is nothing that the shareholders would find in there that would cause them any concern,” he said. “I think in the scenario where the transaction does not go ahead, we would find ourselves in a position where we would need to make it available. That would be part and parcel of the road ahead,” he said. Business Day’s previous requests for the supply agreement have been unsuccessful…Mr Mohamed said Cipla Medpro’s results were disappointing, and expressed scepticism about the prospects for Cipla’s offer being accepted by shareholders. Cipla Medpro was trading around the R9 mark, he said, which suggested the market shared his doubts about the likelihood of the deal getting the green light…