Yep, your BS detector is proving to be well calibrated. I'm...

Yep, your BS detector is proving to be well calibrated. I'm happy that at least you've been able to take advantage of your intuition with your trades! Still, it's disappointing when one loses trust in guidance from those who are supposed to be in the know

We're now looking at:
~36% miss on their own Q1 revenue guidance (no excuses for that)
>35% miss on Q1 EPS consensus (unfortunately, not unusual)

Re: calculator shortage - I want to be proven wrong but "delusional" springs to mind. If, and I really mean IF, they can achieve the $78.5M low end of guidance; I'd imagine revenue would need to look something like this:

		Mar-24	Jun-24	Sep-24	Dec-24	FY24
1	Revenue (USD)	$11.1M	$18M	$22M	$27.4M	$78.5M
2	Growth (mrq)	-21%	62%	22%	25%
3	Growth (pcp)	6%	54%	62%	94%	58%

The above would imply that there will be bulk orders and pent-up demand for RECELL GO in June from the VAC approved hospitals in Q2, followed by strong adoption by surgeons in Q3/4. A successful launch and surgeon adoption of PermeaDerm would also help at this stage.