Excellent summary, as always. One thought I have had on the US agreement is potentially supply? In the past two weeks anytime they've loaded new products on the Amazon store they are sold out within 24 hours. Given that there is demand starting to appear from the China contract (whether that be through sales commencing, or initial bulk orders from Pumate), is it possible that a US agreement may need to wait just a few months until additional supply/product can be made?
Has there been any indication from management what the current production capacity is, and the progressive increase in this given 2 year harvest? We've heard of the references to increasing land, across separate geographies. Not a bad thing at all to be at the point that demand may be outstripping supply, just wondering whether that could be a constraining factor for a US contract in the short term.
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Excellent summary, as always. One thought I have had on the US...
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