Ann: Quarterly Activities Report, page-3

Interesting quarter. Would love to know what % of the 3,900cft production went to TAC - given the 1,800cft order wasn't been completely filled during the quarter. Would give an insight into other customers. Running at about 63% capacity.... but they're still talking about building inventories for "expected demand".

Would love some examples of new, significant customers. The announcement otherwise still signals a lot of confidence in the proposition and business.