Didn't like what I saw at all from the Q. I'm still holding and will share some thoughts when I get around to it, but I'm beginning to have concerns that this is less of an inventory mismanagement/cyclical retailer issue, and that perhaps something is fundamentally broken with the brand. Still thinking through what I want to do here.
Hey Jake - I agree it’s a good sign that selenium revenues are a higher quality stream. What’s your take on Minto in the report they say winterization is typical but if you look at 2023 the Yukon government had them operate during this period. I’m not saying management is lying about operations resuming but is there a reason for the discrepancy in seasonality between 23 and 24?
SPWH price moves have been wild recently
Didn't like what I saw at all from the Q. I'm still holding and will share some thoughts when I get around to it, but I'm beginning to have concerns that this is less of an inventory mismanagement/cyclical retailer issue, and that perhaps something is fundamentally broken with the brand. Still thinking through what I want to do here.
Hey Jake - I agree it’s a good sign that selenium revenues are a higher quality stream. What’s your take on Minto in the report they say winterization is typical but if you look at 2023 the Yukon government had them operate during this period. I’m not saying management is lying about operations resuming but is there a reason for the discrepancy in seasonality between 23 and 24?