The silence in China is not because there is no demand. That has...

The silence in China is not because there is no demand. That has already been demonstrated with the bulk orders with iTest, Kaitian and Panjin.

I read it differently from Richard’s latest releases. I could well be wrong, of course. They want to be careful with the next bulk order because that will tip them over to dealing with capacity issues. They don’t want to increase capex unless it’s absolutely necessary. If they can, they want to stretch out the orders to avoid bunching up, thereby creating bottlenecks.

These thoughts are based on what I have read from the Chinese press, need to redress pollution at the YREB (Yangtze River Econ Basin), narrow social inequality between urban rural divide by increasing development in the rural areas, Chinese top down directives to embrace new technologies (better, bigger, cheaper) over old etc.

Share price states maybe I am wrong. Maybe I am just reading too much into it. Just maybe...