Ann: FY21 Trading Update, page-6

Missed the release of Dante AV back in June so a nice surprise to see it here. Expect some new products to get added hopefully.
I read it as a pretty mixed result. The impact of chip shortage on one hand suggests that the 2nd half of FY21 could have been higher without it, while also suggested the near-term is going to continue to get impacted. Does raise one weakness which is that no matter how well they handle production of Dante chips, they're still pretty reliant on manufacturers being able to source everything else for the final goods. Current situation is likely very unique but still something I'll keep in mind going forwards.

Slight increase in rev helps the valuation a bit but I can't help think it's still very expensive on price/sales or other basis. Nice to see a solid move today but I'm still tempted to sell some with a view to accumulate below $8.00.

Just sit on my hands I guess...