RE:RE:RE:RE:RE:RE:RE:Earnings After initially reading the guidance I understood it to be average not exit so I did my projections based on that number, but either way the numbers are so good that I was taking a position- no regrets. It is worth stating that no company is perfect and no investor either, so despite my earlier minor laments, I cannot fault the management team for a third party issue.
Another minor discrepancy I am seeking clarity on - I understood that the capex would align to plan AFTER q1, which came in lower than budget. I get the sense this board thinks they will spend q1 savings and meet the annual guidance? Not a big deal either way if they reinvest the savings back into production.
Market seems to like the report!