Flic may have a mold to make their own Cartridges, (which DO look like some from China, BUT the mold may have come from there.) But they up till now are basically an industrial scale Bulk loading operation. they declare on their web site that the UltraPan is from Foma, and the film also is blank on the edges.
Likewise the Arista EDU Ultra film that says "Made in Canada" (circumstanial evendence that Dave has touched it) also has blank edges. {he did have some "the reel end ultrapan on the film experience web site, and unless I mixed up the rolls one of those I got did actually say FomaPan} I suspect that those will not be available after the film experience site closes down.
in one of the Videos Dave said he helped "one of the Majors" with 60,000 cassettes, but that video was edited a day later to omit that claim. it would be consistant with the fact that FOMA seems to be unable to make Metal cassettes at the moment, with the last couple of rolls of Fomapan coming in a box that said "plastic casettes" and you will recall the "fomapan Set" of one roll in a screw top plastic cassette, and 5 rolls on just a spool in Taped Light Tight cans.
from the video tour of Kodak from the "smarter every day" folks, it is implied that the film placed into Cassettes/cartriges at Kodak is in peforated pancakes, but the markings are put on as part of the Kodak loading process. so Kodak would have perforated pancakes with no edge markings Amusing that that is the source of the mysterious film.
I do not like to play guessing games, but I guess that comes with the game.