Interesting point. That would imply they would be paying several times more for it by paying the middle man. It would also mean that they would not have exclusivity for their market. As Genea has an exclusive agreement for their own market, they have an incentive to deal directly with BCT. But we won't know that till they make an order. Right now Labcon is moving fast so they may be able to ramp up sales faster than other OEMs.. so between getting a larger order from Labcon or a first order from Genea.. I'm happy to see more vols going to Labcon. The risk for everyone (customers I mean) is that BCT is acquired by an OEM like Labcon. That means the technology is exclusive to them and they would have more leverage to charge higher prices from eager buyers - more leverage than BCT has given their position in the chain.
BCT Price at posting:
6.2¢ Sentiment: Buy Disclosure: Held
