My opinion is on par with yours. Until the first lot is up, companies do not know the exact specifications of what they're buying into. When that does happen I imagine the flood gates opening up. However, I can't imagine binding contracts will happen overnight and SAS will anticipate seeking funding for the second lot of Pearls while negotiations are underway. Where that funding comes from is my concern. The SAS story sells itself as we've seen before with the hype that rode us to 28cents. Let's hope that's hype builds itself up again during the moments of truth still yet to come.
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