RE:RE:RE:RE:RE:RE:RE:Simple fact Ciao wrote: Given how weak Q4 was, those orders will be pushed into Q1 so $5M is not a stretch goal by any means.
~$5.2 million simply allows for 10% growth assuming the percentage of annual revenue distributes quarterly as 2019 which is before the pandemic hit supply chains. Supply chains could have normalized.
The question is, given the new agreement with Symrise with annual minimums, does it make sense for CZO and Symrise to produce and ship monster orders in Q1 2023 and Q2 2023 consistent with the same quarters last year in order to gain potential production and shipping efficiencies. CZO has already produced enough avenanthramide for 2023 and into 2024. CZO has gone big in an umprecedented way. A 10% increase in revenue over Q1 2022 could mean ~$6.8 million in revenue for Q1 2023. While the market may be worried about the weak Q4, etc., it could be about to see a shocker.