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Re: Katsche post# 4263

Wednesday, 07/13/2011 3:15:14 PM

Wednesday, July 13, 2011 3:15:14 PM

Post# of 20689

your script # Q1: 457 T. Q2: 677 T. Increase: + 50 %.
Do you believe, that this big jump is offset by the destocking?



The biggest issue with the 50% increase is that it covers so little of the total sales. Throw in the destocking, and that is why I am so conservative (I hope).