“Exactly what the PR said“
well the pr mentioned a delay in commercialization..it didn’t specifically include or remove any particular strain or give any indication if they were refering to vietnam or the US or both...it’s just me saying it’s MS and Vietnam..i am going under the assumption that ds and the US are unaffected..
“Might be a clue that they have a good sense of how long VN may take too.”
sure..if this is a quick fix then vietnam isn’t too far off..is this is going to take awhile, then vietnam is still a ways away...problem is, i can’t figure out which one it is..
“Meanwhile, US-based DS can continue unimpeded.”
if this is the case then absolutely...kblb should take whatever time is necessary and get MS and vietnam done right...
if kim can paint a clear picture for me and i can logically see where we are with respect to domestic and international production, where we are headed and what the time frame is, im good..
but i don’t have that...although i will say kim does appear to be trying to communicate more...i hope it continues..
Market Data 
Markets 
AI
