The second manufacturer will be an issue, because they don't actually need it and never did. Or more to the point, they only need one. They built too much inventory with one manufacturer and they're not moving any more volume now. The reality is the second manufacturer is just a waste of shareholder capital premised on SEO promises of 5X production need to fill demand. Clearly, the demand was never there and a competent and honest CEO would be able to work that out.
And also, for the record of DM to be priced in accurately the shares would have to trade at number no greater than zero.
The second manufacturer will be an issue, because they don't...
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