The problem isn’t in the explanation, it’s in all the add in negativity created by his angst “it is what it is” comment and expressed disdain for operations management in other posts that doesn’t help others want to respond well. Lykiri went to the “horse’s mouth” so to speak and then commented with a positive attitude. For those not sure, “Debbie Downer” attitudes are not helpful to their investment thesis; ). Best wishes.
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