tkc, yes that is whats got me scratching my head. 40% customer is leaving, losing millions a Q without millions to lose decent growth in a category but in absolute terms a pittance.
On the other hand:
Q3 CC the message was patience, patience, patience.
Q4 CC the message was hope + patience.
Q1 CC was pretty upbeat, the patience meme was almost deliberately being removed.
then that interview .... words like soon replacing words like patience.
Solms definitely seems pretty upbeat, sure he is the ceo and they are supposed to be a best face on it (not a bunch of complete crap, but a best legitimate face). But he also seems to want to meet expectations, and there are expectations.
And then this rally, it just seems to be broad and to have some support. Technically it has paused and walked thru every resistance and dutifully tested but not broken ascending levels of support.
Kinda spooky.
The above content is my opinion.