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hardlesson

11/01/22 10:01 AM

#48316 RE: awaitingamove #48313

This is not to be Negative, but we might want to accept the possibility that the 3Q Revs might not be as high as she originally projected. She was making those projections under the premise that she would have SQF wrapped up by September. That didn't happen, and she may have had to hold off on shipments of finished goods, thus those Revs might not be realized yet.

However, what she has said is that she expects her 2022 Revs to be on target or exceed her previous projections.

Which means to me that she plans to "make up" for any shortfall from 3Q, by having a larger than expected 4Q. It also makes me wonder if she jumped at Roseville so abruptly because she saw it as an opportunity to hit the 2022 numbers, regardless of what happens with SQF in AZ, or WalMart. Having the West Coast operation opened up orders from existing customers that she couldn't accept before because of Logistics.

Purely imo...but on my mind as possibilities. hL hiru