We need the Q2 sales numbers as receipts will lag that by up to...

We need the Q2 sales numbers as receipts will lag that by up to 90 days.
It's likely the big feed number relates to feed delivered 90 days ago.
Their projections going forward should be accurate because they have already committed funds.
The release was late which is the norm but unusual with no commentary, I would be extremely surprised if we didn't get a follow up announcement today detailing some positive sales results and fcst.