BioBS2012, incrase backlog doesn't go hand in hand with increased production.
As Avid II comes more and more up to speed they will be able to turn backlog into inventory (33Mil$ inventory). Of course this will be MIXED inventory of deliverables and basic products needed for production.
I don't understand why people, as peole always did, don't look at the progress from 44Mil$ yearly to 57Mil$ yeraly.
Our to -12 cent per share in the past to 2.1 cent per share lost (comparable) now.
Our to 7Mil$ cash increase.
If you look at cj's table PPHM has broken record over record with Avid, yet if they stabilise for a moment (like all companies do) then a 13Mil$ increase yearly as they just did isn't good enough.
Furthermore we see WHY the careful guidelines. In the past they have ALSO have EXACTLY the same problem with customers rescheduling, yet they closed the year with an increase. Some blame them for colouring thing rosy, yet if they report what they see in the field and warn about the possible impact just as in the past, they why act as if that is the end result if we saw in the past it is not.
The ONLY THING I do not like about this Q/CC is the HIDING of the rescheduling of the Avid III build-out to April 2018.
That makes me ask: WHERE DID THE MONEY GO THAT THEY RAISED IN MAR-JUN with the ATM?
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