re:"...do better in their own backyard...."Once they decide to complete the vertical integration of TMG technologies at the new expanded
design and fabrication site in the U.S.A., they will IMO "change their backyard", i.e.,move HQ as well. Sooner the better IMO.
I feel that TMG has used the COVID as a learning experience , hence now have ways to approach clients with safety as a major concern. Not that all clients are yet willing to open up, but being able to approach and capture some can grow and develop as restrictions come down here and elsewhere. Have to hope for no more setbacks, which can come in forms other than covid.
Near to mid term may be looking good.