Looks like the factory situation is the piece driving market sentiment currently.
Some of you may have a view on the following question and I would welcome feedback.
Q. Is the factory delay holding back orders? or is it a case of build it and they will come. Surly in committing to the build they must have customers waiting for the capacity. the language in most updates is along those lines. They keep talking about doubling capacity but on current order rates they are doing just fine with current facilities it seems.
Ann: Quarterly Report and Appendix 4C, page-36
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