I can see about 4 or 5 data points they have referenced to support their view about revenue and earnings being higher than the company's guidance. For instance Kantar figures are the same as what the company usually cites in its own reporting.
Doesn't seem that speculative to think the result might be better in fact I assume that is why the SP has increased by 40% in a relatively short space. Most likely alot of the instos have all similar data and have been buying accordingly. That's the information advantage they have - they are tracking the data and can move quicker than retail holders. I am sure they do have an ulterior motive for releasing this now, most likely they're done buying. I wouldn't be surprised if we see some selling into the results but its anyone's guess.
I don't necessarily agree on their point about margins but probably comes down to how successful A2M are in the long term at taking over their own manufacturing.
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