He also made clear that pouches are materially cheaper than cans.

Cans remain commercially possible,

but lithographed cans become relatively expensive at low volume.

His rough indication was that something like four containers a year

is the sensible territory for a contract user.

And crucially, there is no enormous lead time for them.

The discussion indicated roughly five weeks for more than one of the cans.

One important downside, I think, is that there is one substantial commercial qualification

that shouldn't get lost in the news.

David said it will have to be pro-form.

So Silbury Kagome isn't offering you supplier credit to restart this.

You need the money before production ship.

That means this opportunity doesn't solve today's cash flow crisis by itself.

In fact, exploiting it creates another funding requirement.

But there's a significant difference between them.

Open quote.

We urgently need money to keep buying new and restocking and studying wholesaling business.

Close quote, pardon me.

Open quote.

We have a known product, an established manufacturer, a historic customer base,

apparently competitive pricing,

and a restarted base.

We can fund the first product.