Post by
ZouZS3 on May 11, 2022 6:41pm
Focus Pokus
if numbers are fine, the question will be how are they doing during the current quarter and how does the future look like logistically. The call will be crucial. Any signs of weakness will be taken into account. Remember that Apple stock fell nearly 4% in extended trading after initially rising after Apple CFO warned of several challenges in the current quarter during call. Best case scenario, it will go back to the 2.20s and try to work its way up from there.
Comment by
ZouZS3 on May 11, 2022 7:12pm
Right now we're not in happy land. One thing is certain is that Xebec's challenges will translate into higher costs and slower growth at some point. Whether it's in q1, q2 or q3 or until they run out of inventories that will delay production and deliveries which essentially increase costs and lower revenues.