Option 1 is pretty bad too as they should have learned their lesson from the last time a reeler caused delays. You’d think they’d be more prepared this time.
I think the silence is that there is an issue /bad news of some sort. Kim had a silent period of about a year and a half when he didn’t want to tell shareholders there were no promised metric tons. As you said , I doubt it’s financing.
Oh by the way, check out this link on Vietnam, especially about protecting IP and corruption:
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