Taken from Twitter - another investor has compiled US import data for ANO:
(Assuming it's correct. Can't confirm 100% as I didn't do it and haven't subscribed to the data feed)
A few notes:
- US shipments aren't the entirety of revenue.
- Not sure if this includes the shipment of Alusion that was due in December.
- It seems 08/19 was impacted by TGA approval issues.
- If November was strong, December (or January, depending on revenue recognition) was even stronger.
- Q1 FY20 running at basically double peak season FY19.
- November/December explain the need for WC. (40% paid up front by customer, 60% on 90-days...)
This supports
@vestro's stance that 1H20 would have been much stronger, if not for TGA delays. That will be a short-term issue.
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