All good info, but we need to see some revenue that they are actually shipping strips...Plus they only have manufacturing capacity right now for about $30M in revs (620k/month @$4/box). No doubt they could get capital for more equipment, or possibly arrange a way to get manufacturing done in Korea for the new products, but that will all be international sales for now until they get through the FDA. Not trying to cast any doubt here, just temper expectations a little closer to reality. Remember that it took close to a year after the Korea announcement for them to get that line up and running... Would be good to see if there are any notes in the AR about capital spending listed as a one liner.
Happy Friday everyone and the next couple of weeks should be fun to watch on the boards!
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