with July sales stable yoy (which includes the uk which hasn’t started ordering), I don’t think the sell off will be material but of course I could be over estimating the market.
interesting they think sales aren’t lost, just delayed. Even if they are lost, as long as things return to pre covid, Sdi dont have recoup the lost sales imo.
cant work out the Brazil ‘review’ though. Seemed South America performed fairly well over the course of the year.
SDI Price at posting:
66.5¢ Sentiment: Buy Disclosure: Held
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