i remember a year ago there was exactly same situation, same doom'n'gloom when in the end of Sep they issued fin report...
MYR have negative current balance as they always have had and as many other retailers have also.. and that's true for every single retailer that if they are not open by the end of Oct they all will get problems, not only Mozaic
Ann: MOZ - FY2021 Market Update, page-14
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