You’re right they did “target” 26k this Q and 45k next. Could shipping going forward be in 15k increments to help lower asic?? That could explain the larger miss on the targeted movements they stated 2 quarterlies ago. Some colour around this would’ve been nice. Could be worth a call to Cormac? He’ll clear up any misunderstandings and then it’ll be clearer to make a judgment call.
Until then I’m not placing too big a factor on it at this stage.
Traders might think differently tho and potentially flown the coop!
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