SCD interview in 2021Interesting to watch their interview in mid 2021 after a good Q1 where there was some good optimism. Since then, supply chain issues impacted their business, but the recovery appears to be on hand. Headwinds still include inflationary pressures, some supply chain issues, recession, etc., however Q4 2022 and overall 2022 could be a turning point, lets see what Q1 brings.
Perhaps a good time to a follow up interview after Q1 is announced.