Ann: Investors Presentation , page-3

"Previous guidance of sales triping to $5m in 2012 (from 2011) is now likely to be exceeded"

Brazil "Sales" opportunity mentioned ahead of China major market opportunity.

China $20m sales from the current if they convert to contracts.

Brazil mentioned multiple times on large revenue (much larger than China) - may expect an announcement out of left field.

Slide 19 addresses the capacity issues if current trial pipeline opportunities convert to contracts - 14 more extruders required "through debt or equity or combination of both."

This last point is what I imagine the CR is mainly about.