RE:My reason to buy CZO!CZO is still a HUGE gamble...
This is the first time Gagnon has mentioned anything about sales VOLUME and therefore, we have zero - 0 - context. It is more than fair to question the motive of Gagnon to shift to volumes on a 1-off basis. 20t could be big from a revenue perspective or, as is most likely the case, it is small and not as big as recent avergage quarter, or even the previous quarter.
Dum-dum doesn't realize that the disclosure of volume actually raises way more questions than anytihng else.
20t could even be the minimum order volume for the quarter... or god forbid, the year!
This 20t disclosure looks intended to baffle with BS rather than dazzle with brilliance.
Now consider some facts:
- Gagnon has not released sales volume in the past
- Gagnon has NEVER offered guidance on a quarter's performance from within the quarter(!)
- Gagnon has NEVER offered guidance... period
- Gagnon offered guidance on Q1-2024 while he has not even offered a whiff of guidance on how Q4-2023 ended up
- We have no idea (yeah, right!) of how much revenue is derived from 20t
- We are pretty much done Q1... so this IS the order from Symrise for Q1!
...but we don't know how big the order actually is.