Ann: Share Purchase Plan closes oversubscribed, page-40

Sounded like they have plenty of customers lined up but that they weren't building many of the devices. I think that means revenue will continue to be flat the entire FY20. Won't be too good for the short term SP, but post covid at least, things seem like they'll be on track.

I'm suspicious of her 60-90 day delay comment, covid is still growing rapidly in the US, so if people weren't going to the labs to get their devices made initially, its hard to see that changing in the near term - and we already saw there was at least a 60 day delay in Feb/March, with essentially zero receipts for that period compared to what was expected.