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jmkobers

08/07/23 6:29 PM

#3974 RE: Mufaso #3973

Interesting case, no? Launch sales to date have been so anemic that no one wants to hold prior to earnings, but wouldn't plenty like to hold an oversold issue after based on a likely August approval, if nothing else for the pop, sizzle, then sell? It's been trading like the teens are likely tomorrow, but I doubt that it will happen because it's Illogical to re-price company to that degree based on failed thesis after only a single fully functioning quarter of sales
So I gotta be down with the hood team - perhaps I am giving management too much credit, but a chimp could see this setting it up as it has thus far - and set logistics up after that so that the larger accounts get their product in Q2 after the fill/finish capacity plant greenlighted in April. So, I am going with 35 million in sales. If not horrible I expect a nice pop/short squeeze. Then again, I could be way, off, even my mama thinks that my mind is gone :)

PS - yep. Gansta's Paradise

rwwine

08/07/23 7:25 PM

#3975 RE: Mufaso #3973

Put me down for a more conservative number than our colleague, Joe. My SWAG for Daxi sales in Q2 are $27.5 Million. That shared I would enjoy being wrong and see sales more towards Joe’s number of $35 Million. Cheers