Al......I think what Net-Man and I are doing right now is simply speculating, from the point of view of QL, not FASC or FASCM.
QL controls the situation in this region....not FASC or FASCM...and they own the full palm pelletizing system of which the KDS is one component, albeit a significant one.
The CDM opens the doors for QL to replicate their Malaysian Tawau palm pelletizing process, many many times over. Which by association, would project many, many more KDS sales in that region.
I will paraphrase James......we as investors in FASC are sitting.....now fairly prominently.... in the QL sidecar.