@McKhenry, I wouldnt even bothering to reply to Kmtw posts. He knew Best buy was initially the largest customer pre amazon taking over the mantle when sales moved online. Home depot, Lowes and Costco will be rolling out in 2022 instore after the covid clears. I hope Lowes moves to #1.
As you say, the foundations are far more solid than any other years. Concerns about paying off Eastfield have been addressed. Supply issues and unfavorable terms have been addressed. Margins are such that the company is making money per light and with scaled volume can reduce margins. SKUs are now priced very competitively and are what the mainstream public want. Downlights, bulbs, strips and switches. Not so much tiles, candles and beams.
If there is another CR in the 2nd half of 2022, I will be a willing participant. As for the bid queue today, it looks as though I am not the only one.
Holding tight.
BUD Price at posting:
1.0¢ Sentiment: Buy Disclosure: Held
