Then all is good.
Ollyjolly, given that everyone is now aware that they over-stated their position in relation to Vietnam AND to Malaysia AND to China (in that the Chinese counterparty is NOT the government agency they made it out to be), then perhaps the market has a right to believe that the China contract has a good chance of producing about the same result as Vietnam and Malaysia.
China receivables may not be classed as impaired yet, but if they are still outstanding (which can only be assumed to be the case), then they are getting a little stale, despite 90 day payment terms.
And as for the technology - personally, not sure how the use of an unmodified mobile phone could meet the standard for L3S under FIPS140, but not my area of expertise so I could overlook that. However, the lack of patentability has to be a concern for a business that seems to rely on 80% margins.
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Then all is good.Ollyjolly, given that everyone is now aware...
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