A lot of companies provide an operations update about a week before eanings. Would really like to know where they stand with other RC plant and AC sales. Given Q4 earings will stink and look just like Q3, the update is a lot more imporant to me vs the earnings release. Q1 will be improved due to the plant that just sold, but we won't see earnings really climb/exelerate until Q2.
There is no upside for analysts to touch this until AFTER the Q4/FY2012 results are released. We know that those are gonna be horrendous on a "headline" basis, so best for the analysts to let that flush through before sticking their collective necks out. I'd expect to start seeing upgrades (and maybe some new initiations) in the days and weeks following the upcoming conference call.