Thank you for the opportunity.
As an analyst, you're looking at trying to forecast how much companies make. Let's say a company ends its quota and they're not sure whether there's a 10%, 15%, or 22% duty coming, because they haven't received the numbers. They're all going to have to put in some sort of allocation or contingency for that. So you're going to have companies reporting, okay, this is what I think I'm making. But depending on when the final numbers come out--let's say there's a snowstorm or whatever in the U.S. and demand goes down--I may be wrong, so I'm going to have to lower my estimates. Of course, that does create a lot of instability when you're trying to forecast for a company. Needless to say, you have to take the most conservative forecast.