Ann: Quarterly Activities Report, page-13

obviously i don't know anymore than you do. But they are doubling production capacity so they are clearly happy with the function and the japanese are happy with the product. Even if there are some tweeks, you don't IPO to double capacity if you're not 100% convinced its achievable.

Covid knocked them around last time, for what ever reason. I assume lockdown put staff out of reach maybe? any clarity from others would be good. So maybe this current round of lockdowns will have an impact, but broadly its kinda hard to fault the story..... i like all the little easter eggs in the video "we are in discussions", "we've been approached" etc..... there seems to be some news event on the horizon.

i do like the "you don't build a company with one customer"... so the extra capacity builds will bring this along nicely imo.

still learning about this game though, so i like that the conversation has started up again.