RE:Q1 Results The Q1 results had no surprises for me. Cost of production will improve QoQ as economies of scale are realized. As I've said more times than most people want to hear, we need to wait for results of Q2 and Q3, after the GTA facility is up and running, after the LYF acquisition hits the income statement, etc.
temeraire wrote: Well, I'm pretty comfortable concluding that Punjabi's posts and view is anchored around a negative bias.
In the context of the market and relative opportunities, a strategic shift toward higher value products, balance sheet strength, QoQ rev growth, shareholders have a lot to like. Unless you have an agenda that is different from that of a long term investor.....