BCC 3.57% 14.5¢ beam communications holdings limited

I am not convinced / haven't seen evidence there were actual...

  1. 322 Posts.
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    I am not convinced / haven't seen evidence there were actual unmet end-use demand or orders (e.g., prolonged out of stock announcements etc.). Instead I suspect the spikes in last year ZOLEO (internal) preorders and subsequent updates of manufacturing backlogs were just part of the growth story telling which may have not eventuated.
 
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