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I think the problem is that we had demand but not supply. The...

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ultraboi

49 Posts.

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09/02/21

10:17

Post #: 50817811
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Originally posted by huabamane: ↑

What I don't quite understand is the reference to POs to manufacture, which in my understanding just means this is what we have ordered to be manufactured. If BUd is building to order then that would indeed imply its conservative, but if we are building to stock (which I would expect for products like ours) and service orders from the stock, it might look different.

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I think the problem is that we had demand but not supply. The demand for the bulbs are there, we couldn't then get them to customers. Their guidance presumes that we can actually fulfill those orders this year.

BUD Price at posting: 5.9¢ Sentiment: Buy Disclosure: Held
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