28 Jan 2021: CEO Letter:“To provide some context on just how...

28 Jan 2021: CEO Letter:
“To provide some context on just how much our inability to procure sufficient supply impacted the business in 2020, in just the last calendar quarter of 2020, we had A$18.5m of orders that we were unable to fulfil. There were some weeks earlier in the second half of the year where up to US$1m per week of orders were not fulfilled because there was not sufficient supply to accommodate them. As deeply frustrating as these facts are, they do thoroughly underscore two very important points: 1) Demand for LIFX products is very significant and appears to be increasing – meaning those orders that were not fulfilled are not lost and will ultimately be supplied as we move through the first half of 2021.”

Holdtight: "A small amount of that advanced to orders in 2021. The rest was " fill or kill" and went away."
How do you know that? Has there been a company update on this? I don't watch webinars anymore