It’s a small order in the scheme of things and we are still waiting on some kind of confirmation that the plant can meet volume production after ironing out the wrinkles. At some point they will need to make an announcement confirming the actual capacity of the plant versus the specifications. After all this is the first ever plant built with this metallisation technology.
I suspect that this will be a part of the new quarter: October to December. This quarterly result and the outlook for the next should include some kind of capacity capability (ie confirming it is performing to spec) and separately an actual sales and outlook.
The issue has been an absence of operational data and confirmation of the specifications, but that is not actually surprising considering it is an entirely new design. You really would not expect it to be built and fully adjusted and refined that quickly. We just need some firm statements about what is going on in this regard though and an expected date for the actual operational performance.
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