It is reasonable to assume that they are 'behind in ramp-up', the real question is to what extent, and is this being addressed / rectified. June Qtr production figures will provide a more accurate picture of HMC production, and it looks like they are taking steps to address any shortfalls. Looks like risk is pretty well factored in now, but I'm happy to pick up some more if the selling continues.
STA Price at posting:
26.5¢ Sentiment: Buy Disclosure: Held