timing it perfectly, page-2

I think the 2 stage approach is a great one. My view is that they just need to work on stage 1, get funding etc. This will allow them to set up a market, determine capability of equipment, understand the market etc.
Then with all that in place scaling up to stage 2 should be much easier as they will already have a proven product and base customer platform in place.
So, not worried about stage 2, I think it will just fall in place if they can get stage 1 up and running to plan.
Happy days ahead imo. News can't be far away now...