I am sure I heard Tim mention in his recent videos that opportunities in China were on pause for the time being due to the current crisis.
Also in this announcement
https://hotcopper.com.au/threads/ann-redflow-h1-fy20-results-announcement.5252323/
this statement is at the bottom of page 2.
" While the recent COVID-19 outbreak has delayed business development opportunities in China,
Redflow plans to resume discussions with potential customers at the appropriate time "
Now obviously the world is different now compared to the end of February 2020, and the appropriate time might not be even in 2020.
Keeping production in Thailand is a much better option than shifting it to China, as this article shows.
https://www.intouch-quality.com/blog/thailand-manufacturing-an-alternative-to-sourcing-from-china
And if you compare their ability to contain Coronavirus Thailand has lower number of cases per 1 million people and lower number of deaths per 1 million people.
https://www.worldometers.info/coronavirus/
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