"Previous guidance of sales triping to $5m in 2012 (from 2011) is now likely to be exceeded"
Brazil "Sales" opportunity mentioned ahead of China major market opportunity.
China $20m sales from the current if they convert to contracts.
Brazil mentioned multiple times on large revenue (much larger than China) - may expect an announcement out of left field.
Slide 19 addresses the capacity issues if current trial pipeline opportunities convert to contracts - 14 more extruders required "through debt or equity or combination of both."
This last point is what I imagine the CR is mainly about.
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