The AGM and recent 4C were not good documents. First the 4c was released after market close which is never a good look especially when sales numbers were not great. But the commentary attached along with the AGM just showed too heavy focus on COVID. The real story with this stock is its air conditioner products and unless they could link it to COVID it was hardly mentioned.
AGM commentary was also too busy. An inexperienced CEO getting caught out.
Ann: Chairman & CEO Address to Shareholders, page-15
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