"The same thing is going to happen in Brazil. You think it's just going to be on store shelves instantly. The $40M contract, for all we know, was just a projection based on poorly judged timelines and assumptions. It doesn't even make sense... Why would a distributor commit to purchasing $40M of a product that nobody has ever heard of?"
I actually had wondered about that myself quite a while back when I was first playing this stock. Only thing I could come up with was, they gave them a heck of a good price for it if they agree to buy x amount of it. That would be normal business tactics. I guess we will see.
I wrestled with reality for years, Doctor, and I'm happy to state, I finally won out over it. (Jimmy Stewart in "Harvey" 1950)