Ann: General Meeting Dial-In Details, page-104

From the general meeting back in March, Yacov said there was a big fight to get components in China which is why they couldn’t fulfil demand and run at the proper capacity. Doubt things since then would of made it easier.

Definitely sounds like it’s a supply problem problem and not a demand problem which is one of the positives I guess.

Doesn’t look great though when you convince someone to buy your product and then say “soz we don’t have any”. I sincerely hope they explained upfront the current difficulties and delayed times in getting the product out.

The other positive are these products are not covid sensitive products. I.e. As I understand it they are meant to be the replacement to outdated products currently in use for ages. So assuming we keep our current deals should see this come out on the other side of covid pretty well.

On the trading side of things I’ve given up trying to figure it all out.