That's not really correct though, lack of inventory could be a result of higher than expected demand, but also could just be poor or conservative approach on the part of management to determining what inventory buffer the company should have.
Personally I suggested that the timing of the English label transition might have been a factor, as they might have wanted to supply the newer product rather than increase production of a product that is being phased out. Coupled with priorising higher margin sales in China. Arguably still not ideal because there's still some sales being missed.
Nowhere have I said that they are likely to beat their guidance. You are simply putting words in my mouth and as I said, attempting to shift the goal posts. At the end of the day you didn't even answer my question, what's so dissapointing for you about the prospect of them meeting their guidance?
I would prefer to hear it from you, not Macquarie or Morningstar or these so called "influential" sources being cited on here. I think you are better than that, to rely on broker moves to support your point.
You are probably a longer term holder than most on here, you sentiment is hold, so they are disagreeing with you too - rusty
(20min delay)