I agree the 'risk' is minimal... the problem is, I just don't see the potential for the risk to be other than 'high'...
But hey, I keep monitoring.... and in terms of transparency, I don't expect them to say things just to keep investors 'happy'... My concern is the 'reliability' of the 'production' line to meet a customers 'expectations'...
At some point, as someone from the quality world, again, knowing whether or not the supplier can deliver is critical to whether or not a supplier gets a contract...
I suspect that is something they are prepared to address if challenged by a potential customer, but as an investor, I just don't have that insight, nor have I seen anything where they highlight the robustness of their capability to produce.
we will see, I guess I will just go back to monitoring... good luck...