totally agree great to have multiple suppliers ... the NR does seem to suggest that having this new supplier somehow allows production to start which I found curious ... as others suggested perhaps the original supplier was not able to meet the production volumes - if that is the case then this is excellent news as implies volumes are big ... it does seem to be last minute though - perhaps it was expected that the original supplier would be able to meet the production volumes and then at last minute they  couldn't ... anyway great news and lets see a jump in the SP.