RE:RE:RE:RE:RE:Digital newsletter todayThank you Raze..
I mostly agree with you.
My takeaway's from the comments in the newsletter are as follows:
VTM sales are probably not realized much in Q2 and will be slow on the uptake in Q3. Although Cameron did not explicity say it in this interview, the inference has been that we are holding up our end of the bargain and holding supply for Ontario as part of our arrangement. To Wiz's point these sales shouldnt be permanently lost just delayed. However, are probably carrying alot of inventory which is never great for cash flow. Its not like we have ever been sitting on loads of cash.
QAPS - seemed very encouraged by these developments, including the quality tests for the new variants......I would expect that if there is a surprise to the upside in Q2 it will be here.
Antigens.......improving, but not to pre-pandemic levels and not expected to get there until the 4th quarter.....the inference here is that as long as public health is almost solely focused on Covid, everything else seems to fall by the wayside.
Therefore, Q2 will likely be better than Q1 but not as significantly as we may have expected had a Plexxus deal been inked someweher in Q1.......We wait I suppose.......It appears the decision to sign the deal is not in our hands...