bd, the longer term supply capacity is not likely to be an...

bd, the longer term supply capacity is not likely to be an problem - if volmes get to, say, hundreds of locker banks per month serving multiple customers & contracts, a regular supply pipeline out of China or SE Asia can be established to supply on an ongoing basis, typically XX per month with 1, 3 and 6 month rolling forecasts. This largely solves the supply lead time problem, as long as the forecasts are reasonablly accurate. But does require a big commitment(of capital) to suppliers.

It is the expectation that we'll be on a rapid road to riches in our pockets in the next few months which IMO is unrealistic.

The bigger the success and the more rapid the ramp-up, the bigger the short-term negative cash flow number becomes.

As pointed out by others, the long term shareholders are likley to be tolerant of a cap raising or borroing to genuinely finance production to service confirmed orders.