$TE Not only did they monetize $160m instead of the expected $90m, but this also gives a hint at Q4 revenues:
They had $93m credits as of Q3 -> sold $160m for the full year, meaning $67m produced in Q4 -> 67/93 x 100 = 72%
72% of $396m (revenue Q1-Q3) = $285m revenue in Q4, up from $220m in Q3 BUT missed their guidance “Q4 will be more than the first three quarters combined” (correct me if I’m wrong)