More CIBCSupply Chain Issues Push Out Nitrile Glove Deliveries Into
Q4/21; Maintaining 2021 Guidance
Our Conclusion
BOS provided updates on its Q3/21 operations, given the disruption in
production and global logistics. This has resulted in a pushout of sales into Q4/21, but the company maintained its full-year 2021 guidance. We continue to have a positive outlook on BOS given its pipeline of organic and inorganic opportunities and would be buyers on a pullback in the name related to this update. We maintain our Outperformer rating with a C$55 price target.