Banter and General Comments, page-12998

I generally agree ljcamp but we need to recognise that things change rapidly in this environment.

“saying things like “shipments will be skewed to second half” to discover that this was not the case, is a slap in the face to long term holders.”

This is a perfect example - we have nothing to suggest that this guidance wasn’t absolutely genuine whet it was disclosed (back in early 2019, February perhaps?). It is certainly plausible that this was indeed the expectation of the company at the time. Things evolve and in the case of the past 24 months, as we all know, things have grown crappier as time has progressed. If it was a blatant lie in an attempt to comfort shareholders, then fair enough, but I have zero proof of this. Absolutely likely that we have simply been on the receiving end of deteriorating market conditions and customers’ plans changing as this has evolved.

Same goes for pond lining. 2 weeks to commence was likely absolutely genuine and in line with plans at the time. Plans change. Why? I don’t know, and I would of course also like the company to tell us!! But I won’t whine about them “not keeping their word” etc as I realise it is not as simple as that. Far from it.

Cheers