RE:What is in Lisa’s calculation before Q4 on ThursdayStop over analysing. It really is a lot more straight forward than most would think.
COVID has slowed the ramp in onboard. Q4 will be nothing special. But as stated in a number of releases, the onboarding is picking up. Q1 and Q2 will be decent. Everything beyond Q2...might be great. They need to clean up the balance sheet before ramping more quick.
IT HAS BEEN THE SAME STORY FOR MONTHS!!
They are now executing on what needs to get done.