Kicks will comment when he has digested the info I'm sure. What did you and others miss about this announcement? Basically HP are in play as before, with a delay due to supply chain issues that EVERY manufacturer and retail electronics supplier is experiencing. Does it change anything but the timeframe? No!
Are the fundamentals the same, yes. Anyone would think with all this uneducated commentary that something major, other than the timeframe had changed, it hasn't.
If you are here for short term gains then sell out. If you truly understand the future opportunities with the stock hold. Why would you invest and talk it down? Doesn't make sense. I Know HC is not the market, but why do it anyway.
Things are on track, albeit delayed, that's the big news.
GLTA
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Ann: Quarter 4 FY21 Investor Update Presentation, page-58
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