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Re: OhManIDied post# 13434

Saturday, 01/27/2018 11:48:05 AM

Saturday, January 27, 2018 11:48:05 AM

Post# of 41469
The numbers I provided in my last post have nothing to do with cogs other than FG feeds COGS.

These numbers show the trend and value of inventory on hand in its various stages of production. It shows they have no intention of manufacturing expansion in house, at least at this time.
What it tells me is they built up inventory so they could live off it for a set timeframe. Doing this leaves them 2 choices, sell the company or outsource manufacturing altogether leaving R&D in-house. This explains their multiple major ceramic manufacturing partners.

The only reason to have multiple large manufacturing partners is because you expect major demand!
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