No earnings consistency. There are always plenty of excuses for misteps (raw material, currency excahnge rate etc.).
Management always has some excuse for screwup. CFO needs to take classes on how to give proper guiance that is not off by 40M.
Kraton has a history of large inventory swings. In their defense this quarter, the price of butadiene went from about 1.36 to .87, This is much different than was expected last quarter