Great to have someone here who can read PI.
On the face of it it would seem that there has been a downgrade of the estimates for the China deals.
This does not make sense to me at all as all the information we get via announcements have indicated expansion in China, possibly Korea, and other Asian countries.
So to me the variance indicates one of the following
1.There is either a downgrade of the Evolis China involvement in the TOTAL revenue
2. There is an upgrade of roughly 25% in the Evolis expansion other than China in the total revenue
3. There is an upgrade of 25% in the total revenue itself.
4. Or as luck would have it a combination of 2 and 3 in an unknown ratio.
I think the key is the timing.
Why 2 Investor briefings so close together?
And what has been announced that could cause this variation.
Despite a lot of piffle expressed here concerning the MK patents current ( and likely to remain so) location it would seem to me that the announcement regarding the Lyramid sale and Provelmare (cheese sauce) (OMG) has been the catalyst.
Does all that make sense to you?
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