Pinto - this is for inventory on major deals - you are obviously jaded but dirk hasn't put a foot wrong since taking over.
These guys are actually reducing fixed costs, negotiating better variable costs due to scale - they can't do much more.
I think the new deals will start to contribute before mid 2018.
When the deals drop who knows but no way they would raise this much on blind hope.
Ann: Trading Halt, page-118
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