The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Neil Linsdell - iA Capital Markets - Analyst
: Hey, good morning, guys. So can we go through just on some of the major customers on Moon Cheese and you mentioned Walmart and just be
quicker than I could take note sometimes.
So can we go through like Costco Canada, US, Walmart? What should we be expecting as far as lumpiness? And you talked about inventory builds.
Do you have any idea when those inventory builds will kind of be worked through so we can expect more sales? Or is it still going to be kind of
patchy or lumpy?
Question: Neil Linsdell - iA Capital Markets - Analyst
: Okay. And along the lines of -- you mentioned Walmart again. So are there any kind of like lumpy orders we should think about coming in fiscal
Q4 or more in fiscal Q1 I think you're kind of indicating. And anything -- we've seen, I guess, Whole Foods. What are we looking for as far as timing
on some of these rollouts in Kroger as such?
Question: Neil Linsdell - iA Capital Markets - Analyst
: Yes, of course, and the bulk sales, you expect that to rebound or pickup? Or is that really going to be lumpy as well? Like you shouldn't expect
anything out of it?
Question: Neil Linsdell - iA Capital Markets - Analyst
: And then on the REV units, I mean, you've given guidance before obviously last few quarters. How does it look as far as we're trying to finish up
with fiscal year, which is not too far away?
And with the new -- with customers such as Dole, it sounds like you're hoping you're going to be able to make some better announcements soon.
But how is -- could you give us an update on really some of those key customers' project rollouts? Because I'm thinking about Dole. You've got the
snacks, but you've also got the secondary products to other ingredients. Can you give us more clarity on some of the major things we can look
forward to?
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AUGUST 25, 2022 / 2:00PM, ENW.V - Q3 2022 Enwave Corp Earnings Call
Question: Neil Linsdell - iA Capital Markets - Analyst
: Okay. So it sounds like you're hopeful that you've got some stuff running that you'd be able to announce before fiscal year end to hit your guidance?
Question: Neil Linsdell - iA Capital Markets - Analyst
: Okay, great. And you just mentioned the cheese prices. It looks like things -- it's hard to tell if we're looking at, you know, further declines in cheese
prices or stabilization, but it sounds like for all intents and purposes, you've got stabilization. Do you have any kind of higher-cost cheese that's still
going to work its way through in Q4?
Question: Neil Linsdell - iA Capital Markets - Analyst
: Okay. Sounds good. Okay, thanks, guys.
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AUGUST 25, 2022 / 2:00PM, ENW.V - Q3 2022 Enwave Corp Earnings Call
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