You're ignoring the fact, and maybe this is where your implicit bias comes into it despite pretending to not have one, that at the end of Feb they would have sold approximately 4m oysters across the financial year.
They should have known by then that another 4m in 4 months, even WITHOUT COVID, was not going to happen. That's on a pro rata basis even better than their original forecasts yet they were behind them as at end Feb. The rest about March is great, of course they responded well, but it's moving away from the actual point at hand. It doesn't really hold to the fact that what happened prior to that, Jul 19-Feb20, well behind forecast, was in no way affected by what hadn't yet happened in the future.
I realise you seem to like to sprout a list of positives, pretend as if you're missing something, then detract and defend from one of the very matters you're missing, but every single stock on the market (think even Apple, CSL, BHP, Amazon) will always have negatives associated with them. And if you can't come up with a list of negatives for any given stock, it brings into question impartiality when that's what one is trying to pretend to be
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