In this scenario a $12 share price is easily achieved. If SAMR approval is received by end of calendar year 18 the $10-15 million shortfall or revenue flagged already by inventory rundown will be interpreted by the market as offset by China offline sales as these sales were $18m in FY 18 and are currently forecast at $0 for FY 19 due to lack of SAMR.
BAL - Chart, page-1543
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