"Number 1" customer can mean a few things though, volume or revenue, which he didn't specify. But in terms of volume, I also think Ellume hasn't started their production in the US yet? And if it's revenue, the new contract with Ellume is due very soon as they are in advanced stages now, so revenue numbers will change based on that as well.
ADO Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held
