CNN and therefore us relate sales to tpa capacity at the moment - and the actual financial value of prospective contracts (China) are speculative.
What we really need is figures to relate Capacity (TPA + extruders) to units produced and units sold. The way CNN reports to us focuses on "projected income" (carrot on stick) and is understandable - but we really need to see unit capacity/demand reporting to better understand need for upscaling and expenditure.
As you state China plant is already provisioning 2nd extruder if demand is proven - however there is yet Malaysia plant to come on-line end of this Q.
Couldn't see any capacity figures on that one?
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