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DS CPA

02/16/21 7:57 PM

#847 RE: FUNMAN #846

Thanks for sharing. The color commentary makes for a better story than the bleak numbers. The $100m PO’s are intact and possibly in the wipes or home care product line? Plus they had $60m of the loss related to non-cash items. I think at this point Neptune is in “show me” territory. They have talked a big game but unless the stock price tumbles down further I’m not sure I like the value here yet.