So, according to your analysis, you are expecting Yowie to have...

So, according to your analysis, you are expecting Yowie to have about $AUD3m in revenue - or this would be sort of a minimum pass mark anyway. But this would only be about 2m units, so basically YOW could exceed your pass mark for the quarter by another million units, for instance, and they still wouldn't have needed to flick the switch on further production when they already have a stockpile.

I mean according to the annual report they had over $6m in inventory at the end of June so they could have easily met your revenue estimate for the quarter without producing a single extra Yowie. So not sure why the concern about no ramp up in production at this stage, doesn't seem very consistent.