It's exactly that. Announcements, then CR to start producing...

It's exactly that. Announcements, then CR to start producing huge amounts OR announcements, and ask for prepayment for 20% of order size to keep production moving.

However, since they're clearly throttling news the CR is the most likely hypothesis, Most companies do it so why would they not?

Don't mind a CR they need to scale up quickly as demand is getting huge quickly. No grower will pass on a 300-1000% yield increase. THe cost of investment is exactly why they're floating.

2018 will be good for MC but RGI will be noticed in Q3.