I think there is some 'benefit of the doubt' to be had in efest they are saying albeit badly presented. From what I can ascertain these orders are still in play so what we need to know is how the bottling issue has been fixed.
Also, whilst SH confidence is certainly shaken there are still many potential deals in play. If this is the bad news before the good news of new management strategy then there's still hope. IMO
Logic against the kneejerk, page-15
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