Interesting news. Not enough resources? Is that cash or consumables or machine time to fill the orders? Not sure how to read the report. There seems to be a bit of everything in there. It seems they are very busy in the workshops trying to work out the teething production probs on the polisher. (to be expected for new product?)
Anyhow this is the last quarter of the 5 quarter seasonal semi contuctor slowdown.
Next quarter should be go go go for the industry unless the world goes into meltdown.
I still like the prospects for RVS, so thinking of topping up at these prices, but will be sensible and wait to see if the news gives other retail investors palpitations and sends the SP lower over the next few days before snapping up a few more.
What are others read on this latest news?
Should we be running for the exits or holding for tunaround or topping up at bargain prices?
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