Good points. Plus there is no evidence that Dunsandel is running at full capacity.
Port data was disappointing, plain and simple there is no avoid that. Lets just hope it's not as relevant anymore and the actual sales on the ground are still going gangbusters.
Remember they had a lot of inventory built up, perhaps some of that is in warehouses in China already.
Good points. Plus there is no evidence that Dunsandel is running...
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