“they have a real issue at hand here that is proving far more difficult to sort out than they had hoped.”
Is it really more difficult, or is not just taking longer?
How do we know it isn’t just a matter of working through the troubleshooting and diagnosis process, combined with redesign and sourcing gear etc that is simply taking longer than anticipated?
We don’t; but imo it is foolish to just assume “far more difficult”.
A mate just had his house build delayed (dragged out) by another 7-8 months. Building that house did not become more difficult, just actually getting things done is going to take longer than planned…and that’s a cookie-cutter house in a capital city.
Slower does not automatically equal far more difficult.
Imo this is a minor yet important distinction, considering those various rats who want to convince us all that there is a serious fundamental issue with the actual process or the company’s understanding of the required processing. Don’t help their narrative unintentionally!
imo
Dyor
AGY Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held
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