Would be inclined to think that if the April QVC wasnt as good as the June last year event then there is reason to assume that the levels of anticipatory current stock type required will be lessened in coming quarters due to oversupply thus reducing costs even further.
It will be of interest in the FY report.
New products to be launched and building up inventory further down the track will no doubt take care of any savings in that area but "White Labels" should have an adequate supply of the current product at least.
Much remains to be discovered and it just got a lot harder with just quarterlies/ HY/ FY to come and go on.
On the other hand any announcement other than those should be $$$$$$ income related.
Not much point to announcing big things, deals signed and nothing happens.
Get the money, then announce the deal is signed might be a better approach.
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