Nikhil Handa - on Inventory/profitabilityQuestion by analyst on inventory -
Nikhil said there will be NO INCREASE in inventory anymore.
So - they are selling everything they produce - production is meeting demand wherever it is for whatever product.
SO cash margins on production was 64% (probably increases as sales shift to rec market)
Meaning with 9-10mil in ops cost you need 12.24mil to 13.6mil in revenue to break even cashflow moving forward.
Took a while to get my head around those financials... but I think things actually look pretty good. Given they are forcasting probably greater than that in revenue for Q1.
Lets see what analysts say in their reports.