Hey ASB83- I’m assuming that your 15% “ best case” growth scenario referred to above is EBITDA? If that’s the case then you are seemingly in broad agreement with @ Swage_17 on his / her revenue projections in his / her revenue model too (assuming a company announced 28% net revenue forecast %). That’s all fine up to a point & reasonable too. However how does everyone reconcile this with increasing prices, increasing share of the Chinese IF market & depreciating NZD v USD. Not picking a fight - just curious. My intuitive thought is that revenue may surprise to the upside on this basis alone- accompanied by the year end inventory build up which will flow into Q1 + Oct revenue. Who knows?
(20min delay)