Broker Data, page-22

Correct by 31st they have to release quarterly or 4c as you say
And that has to disclose update on new machinery and upgrades as they mentioned more than a month ago and obviosly this PFOAM but I expect that before the 31st as that was due end of December
Most upgrades are during shut downs and in the US it is winter so they don't have summer extended holidays at xmas like we do here.
Anyway trying to get to the bottom of this
Confident PFOAM is ok as they already had production rights and assume it is a variation of CFOAM from Touchstone
CFO do production not Touchstone but remember Touchstone can do P&D work there but all licensing rights go to CFO if anything goes to orders and production as per agreement