GREY:XEBEQ - Post by User
Comment by
Ciaoon Oct 28, 2021 1:14pm
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Post# 34059639
RE:Margins
RE:Margins Q3 EBITDA will be challenged but will be recovered later on;
From the webinar yesterday;
1) cost to purchase raw material / components for 30 BGX units to counteract supply chain concerns
2) cost for initial building out of these units
They can't recognize rev until delivery in Q1 2022, that's just GAAP.
That's a smart business move to make with locking up parts for the BGX units. How investors take it will be another matter, esp. if they just look at EBITDA and not the numbers (reasons) behind it.
Gann999 wrote:
I think margin guidance is weighing this down sitting currently way below the target I think there is a lot of doubt on wether they can bridge that gap over the next 2 quarters. It's a stretch to make it happen they have to exceed the original stated margin goal of 3 to 4 percent that's going to be hard to do.