Monday, October 02, 2017 1:05:59 PM
In terms of the Q/A with mgmt I would suggest that, working off of Mark Cola's predictions of about a year ago, (if memory serves), that the industry was about 12 - 18 months out as far as commitments to series production, asking again what they think the remaining timeline is there -- still the same, or pushed further out, (?) would be helpful to know.
Also, in the last quarterly call RIce was talking about some other potential customers -- on a different tier from the aerospace behemoths -- anything you can pull out of him as an estimate as to when they expect -- "with no promises, of course" but their best estimate, would be great if you could coax a "no-promises" timeline estimate from him.
If they can be relaxed a bit with "no promises" as the context of the question they might be more likely to toss out a NO-PROMISES ESTIMATE of timing.
THANK YOU
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