Thanks for your post - that's reassuring and feeds into my beliefs.
I agree manufacturing & supply is the biggest hurdle ahead of RNO, but I believe they are well aware of that.
Re NSW.
Since the initial 1m order, I believe they have ordered an additional 400,000 units on the same terms as the original POs.
They ordered 200,000 in late Sept and another 200,000 this week.
Like you, I suspect there is more to come.
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