Thursday, October 08, 2020 7:56:55 PM
Mostly it’s a rehash of previous presentations. They did mention they have a new product launch in Q1 that is apparently different than anything they have today.
They also provided an e-commerce revenue target of 25% versus 13% today, and mentioned that is 25% of a growing pie as they expect revenue to increase.
They did say they are not at capacity in terms of production. That makes sense if they count full capacity as 3 shifts. If they mean it as not full at 2 shifts it would be disappointing.
Basically if you have been paying attention there wasn’t much you didn’t already know.
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