I think you'll find these come in at completely random times. Not when the report is released. Therefore the sell off is due to poor understanding of the report, not sales contracts.
This is why I said a few months ago that the re-rate to 70-80c will come with a contract deal, not when everyone expects it.
Those of us who understand the operational matters, can navigate the stock price volatility a lot better. And days like today are great opportunities (if its the right company).
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