Sorry I should have been more specific with what I meant by ‘cash burn’… that was just referring to their outgoing cash… I didn’t include their ‘incoming cash’ in that point.
And yeah they may well be loading up their B2B customers on favorable terms…. Which could bring a windfall this qtr. But not all those costs are ‘manufacturing’…. A bunch will relate to fixed costs… eg staff, outgoings, rent etc.
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