4C Coming Results - A Realistic Perspecitve...PLEASE!, page-6

Great post Jimbo. Right on the money. Alot of people know exactly what you are saying here and already had these expectations. The 4c will be much better than 12 months earlier on an EBITDA basis, but probably not revenues. OMG the websites were totally sold out the entire quarter. Bunnings and JB HI FI shelves were empty and I am sure it was the same offshore.
The HC minority with huge expectations are day traders and are looking for a quick run up to sell into and then blame management for pump and dumps.

The market is very much forward looking and a +ve EBITDA in Dec quarter will be the second quarter in a row. Expectations will be set that the next 4 quarters will be much better revenue number and accompanied by a growing +ve EBITDA. Reason for this is the need to fill the initial shelf stock for costco, lowes, target etc as well as refill the shelves of bunnisgs, jb, office works etc.

Unlike 2020, any dip in the share price should be met with bargain hunters. There has been plenty of good news of late and now the CR and finance are out of the way the story can be sold to USA funds who are looking for coys with +ve EBITDA growth.