This is exactly the media we want..!, page-5

There seems to be a view here thatsays that the current SP is because of Malaysia.  I bring your attention to AL comments about Malaysia in AGM.    Where she said efficiency increases means they do not need the increase to meet 100% of the production in CY 2019. ( in Q&A section)  So using AL’s number this will cause a 16 M shortfall in revenue in Q4.       In FY 2019 they should sell close to $500 M unless REO prices drop.      Because they have plenty of notice on this event,  they can take actions to minimize COP.  So it will be an impact on H1 a much smaller one on FY2019. 

 

The SP is down but no way can thisshortfall explain even half of it.    To continue focus on it gives way too much attention to it.   It also will cause a negative surprise to many SH when it is all resolved and stock does not recover.   Any company loses stock holders when UNEXPECTED negative events occur, or positive ones do not generate the results expected.