You need to squint real hard to see the silver lining on this...

You need to squint real hard to see the silver lining on this cloud Dolce. The co is unquestionably in a far less desirable place than it was a few months ago. The SP (market consensus) reflects that.

I expect upside from here and would consider this a superb entry point if I wasn't so terribly over exposed already. But I'll call a spade a spade. Management was caught wrong footed and the resulting uncertainty and obvious lack of direction is eroding value. Big time.