I've now taken a small position in BCC which appears to be an...

I've now taken a small position in BCC which appears to be an interesting company with good potential, and I am continuing to research the company as far as possible. Can anyone tell me about the situation with the Zoleo orders to the JV entity - do all the Zoleo orders go through the JV entity ? I'm just wondering if the ASX anns which always seem to say that Zoleo units will be sent to the JV represents their only route to market ? I'm just trying to deduce how to evaluate the total Zoleo sales (I realise the orders take several months to prepare before being sent to the JV and then invoiced).

All IMHO, DYOR