Ann: App 4C Qtr Ended 30 Sept 2023, page-31

@Hingdog, the industry they are in requires time for the new products to be qualified within the customers product. Once qualified the customer is extremely sticky. Hard to initially have to customer embrace new products but harder for the customer to leave.
IMHO, the re ordering will commence in Jan-Feb. Lots of customers holding off until their new financial year, which in the US is also the CY for a lot of companies.
Several US based research companies have sudden taken an interest in how undervalued BLG is, and with the Dow and semi conductor index at record highs they will be looking for some value.