Ann: Changes to the Board, page-15

Looking back at the last quarterly it spoke a lot about increase in orders from TAC, and displacement of all other materials in favour for CFOAM from TAC.

So with our current capacity, as has been stated above, looks like TAC is wanting to slurp as much of it up as possible.

Looking forward to 4C in a couple of weeks, expecting a $500k+ quarter given the last one stated >$200k in Oct and 1200 cubic meters in order book for Nov/Dec. Might have some cash flow timing impacts over Christmas but should be at or close to $500k.