j,
Can't answer your questions because I haven't heard much more than what I posted. I just get it that things are going well and they are VERY optimistic about the coming year.
I have to believe the situation at Kwanta will be improving because they bought out the minority. As to Kwanasia? I just hear the situation is improving.
As to expansion - only hear that it's happening, not whether it's the expansion they've already announced or yet to be announced. I believe they are running at full capacity, but there may be some machines not being utilized because of size, type, etc. It appears they are having to make a much wider variety of products than in the past.
I mentioned that they may not being able to tell us the names of new customers because I know of one major company Kwanasia's been producing for that doesn't show up on their customer list because the contract doesn't allow it. I'd name the company, but they can't and I don't care to risk causing them problems by making it public.
With the yen in the 105 range, their location, expertise, quality control, etc, Jetcrown almost has to be attracting new customers.
FWIW,
Ron
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