cr and doing the sums, page-2

jessie!

quite like your post but my query:

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?