my summary, page-15

Hi Captain,

One last thing for what its worth whilst mexico is still going ahead and obvisouly will be good for sbn, it will pale to china if that gets up.
I would actually be surprised if the first order from mexico (if it happens) is over 50,000. My guess is that they will start slowly then build up over the school year.
China on the other hand could be huge straight up (if it happens).
So i guess what im trying to say is dont hang your hat on the first order or so if it gets up.

Plus the other stuff we all know about but are hopefully waiting to be delivered.

p.s
Hope the weather is warming up captain its freezing here in tassie at the moment.
now back to my break