That's a solid quarter. I think they'll be playing conservative with the guidance for 2025. I don't like getting too caught up in just focusing on Daybue but that's all the market seems to take an interest in for now. They should have close to two months of new sales data for Q1 25 and it will be interesting how much the seasonal effect plays out again. My guess is it's fairly significant. Guiding to a midpoint less than 100 million per quarter which is less than 5% up on your Q4 number suggests Q1 sales will be down again and the rest of the year does the heavy lifting. I suspect it should get a mention in the call. But as I say this should not be given the weight that it may with the potential of 2591 being the main driver of future SP growth.
NEU Price at posting:
$13.04 Sentiment: Buy Disclosure: Held
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