Analyse the twitter photo & post more closely. I count 124 box...

Analyse the twitter photo & post more closely.

I count 124 box units for 2 shelves but this is head height level so at least 3 more shelves & clearly they at least 2 units deep but seem on the right angle to go up to 10 deep in depth from the front. The room is a clean fridgerated storage room with unpacked units which looks 10 times the size of the photo.

This makes at least 500 units depicted at least or a mere 1 weeks production supply according to the CFO. At us$1500 punit thats aus$1.04M of stock right there or 4 months of last years total sales with a 2 year expiry date at most.

So they are producing last years CC sales every 3 weeks on my maths... either the CC massive ramp up of production is reckless overstocking 20x last years sales OR its demand & current sales have more than quadrupled per month. There is no other option.

Thats on that visible shelf alone photographed around 500 boxes being 4 months of prior annual sales ie $820,000 of stock at the 2015 annual run rate of $2.5M CC sales pa yet the room appears to be packed n can host over 10,000 of these CC units.

Add in the twitter description that global demand is increasing can only leave one possible explanation... the production has indeed been ramped up upon global sales ramping up which we will see in Q2 results in feb.

This appears consistent with the CFOs comments of 500 CC units pw & the CEOs agm statement of record sales in Sept. The twitter feed also providews actual photo evidence of this ramped production.

No business would ramp production so substantially exceeding prior years sales tenfold with a durable good with a limited shelf life unless they were certain the budgeted production has not met sales ordering n demand. Overstocking on such a scale would be otherwise entirely reckless n wasteful..I dont think that they would overstock unless the orders were there.

So, this is proof of bumper CC sales for Q2 & Q3 well higher than Q1.