We had a long discussion on this in an earlier thread a couple of weeks ago where I gave some of thoughts (only my opinions mind you)
https://hotcopper.com.au/threads/more-news-worthy-recell-goodness.4880131/page-5#post-42582129
There are a lot of questions needing answers to for the investment strategy into Japan and how actively they will manage their partner and influence the execution plan in the market.
I believe Japan will take time but will be steady and reliable.
btw, it surprises me that Japan is the second largest burns market in the world. On what metric is it second in the world?
We had a long discussion on this in an earlier thread a couple...
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