I would normally agree, but this management team have shown a level of conservatism that's off the charts. Other than the US manufacturing delays, the rest has been ahead of forecast/schedule.
Management have clearly stated they have far more demand than they can fill, hence the delay in marketing. So even if they double capacity, they have a clear runway to increase demand if it's required.
That said - yes, using the idea that revenue - variable cost increase = profit is fraught with danger, and is probably too optimistic.
I would normally agree, but this management team have shown a...
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