At this stage of their plans you are probably right but then this isn't just a one trick pony. They have a number of initiatives in flight and the pursuit of powder utopia (i.e. SAMR approval) is but one of them. The concern is whether the ponies are actually donkeys or asses in disguise and that makes this a wild-ass punt. The quarterly provides the evidence of such by nature of revenue and COGS as disclosed.
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