Ann: Quarterly Report, page-24

My Analysis:

1. Costs increasing, concerning but was expected with Parton aquisition, wait and see on that but as Steve has higlighted already gross margins are up and cash burn is down as a multiplier of revenue.
2. Coming off some slow months for Wine consumption (see above) December quarter results should be epic.
3. Tailwinds coming, Lockdowns lifting, Wine consumption exploding and now we do beer's and pretty much all other drinks.

Good quarter to accumulate as the results are not amazing but I suspect next quarters will be.