I think the sub-par performance of the quarter was already notified to the market around mid-year by memory. So in theory, it should be priced into the stockprice. My understanding was that the sub-par performance this quater was largely due to scheduled maintenance activities, and hence production downtime. They have reinforced guidance, so yes I beleive the following quarters will be strong, and further reinforces the fact that the company already anticipated this weak quater.
Ann: Quarterly Activities Report, page-7
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