For what it is worth ....a past business associate that sells into the ASF aftermarket told me that there is no activity for ASF furnaces in China after the BK. He sells components that need periodic replacement....not consumables like Alumina and crucibles. He has "feet on the street" in China and Taiwan and the industry is pretty incestuous so secrets are hard to keep. Not to say that there is no top secret activity that has not surfaced but even the $45MM potential order has not been mentioned lately. Is that still in hands of the court?? Was tied up due to seeds I recall.
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