The CEO said their cash flow situation is in hand. He said the impressive numbers will not be seen until the second half. It's July 1 in about 6 weeks. They say stocks are generally priced according to expectations 6 months ahead. Unexpected good news could come sooner.
Just my 2 cents.
I would have expected a bigger sell off last week if it was going to happen on Q1 numbers, because we were already told they were banal.