Well, it's been a rocky road the past few months, which at best can only be viewed as a disappointing patch after having gotten through the worst of COVID.
Would be interested to hear other people's thoughts on:
- CLV advised first half will be impacted by build of stock in the supply chain, so hope this has now been "digested" ie. onwards and upwards
- China impact: I can see pluses and minuses on this front
- NZ Factory should come on line in 2021, so a positive
- Other?
So is the price a reflection of everyone looking at the first half issues, which are nearly over, rather than the upside coming up?
- or is there something else that I've not factored into my thoughts?
Looking forward to a much better 2021 on all fronts!!
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