its a fairly easy push up from here on nav discount regardless of what l/t delivery is like
fresh face, talk a good game - people will buy the discount - no different to when founder was let go and new mgt came in.
quarterly wont impair that as its old mgt responsibility - so its got ~2-3 months to run up imo
easily a 30-50% upside for the 5s buyers imo. just woudnt hold it l/t on current information
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