RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:anaylst Agreed joh but there would be much more positive all around if they were listening/ reading what Beena provided...the 'analysts' seem to be consistent and will be on the low side of the actual as they were for FQ4/20. Based on the increase for July from Beena, while assuming reasonable increases for Aug and Sept as well due to increasing access by H&F, increased efficiencies in production and product movement and shelved exponetially as full capacity and product shelved management improves by the day.
Just based on the July figures available, of which are closer to June production and product shelved than Aug and Sept progress/ numbers that are increasing at a much heatheir rate Q over Q....we should see the $20mil range if the analysts are consistent and they are at $14mil for FQ1/21 and based on the numbers you cite which should see a 80-100% increase over FQ4/20.
Of course we will need to see the numbers for the period and as you say all we have is the report and Beena's assessment and comments of which are very positive at worst and based on minimal production and product sold, the beginning of full production and any real guidance of the FIREstory as it is about to unfold.
The SP is going to reflect very little untilthey are ready to move it north, MMs will move it when it is time of which should be substantial because I see Beena not into any undo hype of any info or report on the company's positition or forward looking statements.
If we do see the $20mil range for for current quarter we are still less than 50% of full production, add profit realized, if not close to. for the quarter...there is not a better story in the sector. JMHO...Opt
johnale wrote: All we really have to go off of is Beenas note of 3% market share in July.
I think production and pack dates will have some limited use - because they will be keeping product fresh on the regular. Production is meeting demand - and lots of different products now.
Compared to q4 I think our market share went up 17-20% just in July with the market increasing 22.7%.
If you work the math it's like a .44% ish increase in sales NET - just for July.
we need to see what the market was in aug/sept and we may see further increase in market share as they continued to increase distribution.
so remains to be seen -
I believe analysts projecting about 14mil though?