I think I remember hearing something in the webinar about LIFX having an agreement with the current Chinese manufacturer that 80% of products will be sourced through them for the next two or three years. Perhaps someone can clarify.
This trade war could drag on for the foreseeable with China happy to play the long game. However if we get some sort of resolution/trade agreement sounds like it's worth about 1M per quarter to LIFX.
BUD Price at posting:
9.0¢ Sentiment: Buy Disclosure: Held