Von,
What would be your best guess as to how far back these set backs & delays have placed us? 3months/ 6 months/ 12 months?
I think I remember you saying you thought things were put on hold for around 6 months as they worked through the supply issue.
So are we now taking end of this year as expectations would have been for an announcement June or July to push the September options into being converted?
Thanks
M
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