Thanks Arms and Minimoke.
But how does do your comments interface with page 3 of the SM1 investors report presentation: especially the graph on consumer demand into the rest of FY21 and appearing to show continued slight demand decrease into FY22?
Is this because of other non-A2M related inventory? or is it because A2M purchases are expected to be low whilst A2M runs down its own inventory buildup (A2M investory buildup: $147m - $198m).
By the way thanks again Minimoke for your excellent input into SM1.
Media Updates, page-8175
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