Hmm! Interesting point. Maybe we don't see any
Post# of 22456
Maybe we don't see any substantial revenue in the 10k (next week) or 10Q (mid November), but we might see increased expenses for material purchases.
That might be something to gauge ramp up before revenue and give us some idea of their current production status.
For all we know, they could be in full production right now to meet a certain deliverable quantity for 4Q.