I believe the contradiction is obvious when using the term ‘setting expectations’, stating expectations based upon the manufacturing production of a third party is all that can be given by a Co. There is a huge difference between commitment and expectation, trying to interpret another’s expectations rather than commitments does often lead traders into imagining a catalyst that is merely projected , hence the creation of rumors not perpetuated by the Co. I’m sure the manufacturer was unwilling to give a precise commitment during the lockdown and neither did the Co to its shareholders. IMO, they were conservative and honest with shareholders. Here is another EXPECTATION which did NOT come from the Co, assuming there is a product because the Co is sponsoring an event. They may well have been locked into this event due to pre Covid related production projections and their commitment to the event. At the time of the posting, this is an assumption or ‘rumor’ created by a shareholder.
All else aside, All is good with Koan!
Koan $$$$$$$$$$$
News 
Market Data 
Discover 
AI
