Deals in Thailand would have a fair level of risk associated with them (political etc) so what I'd like to see is
a) demonstrated ability to replicate the Thailand deal elsewhere somewhere in the world proving its not a one off(the malaysia JV has little info on likelihood of getting Malaysian Government to bite- so is more PR than tangible)
b) something exciting where the technology will generate actual revenue/profits but dealing with a less risky environment/situation eg that is not dependant on getting government legislation introduced like for Thailand. I'd like to have seen some projections of $'s apparel protection initiative to understand what it could mean for MIK.
When this happens you'd expect the share price to really move.
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