IMO, comparing the Romanian 10 round capacity imports to the expected Bulgarian 10 round capacity imports, is not a fair one. I do expect the Bulgarian imports to be a "noticably" better overall manufactured gun. A more fair comparison would be to the Robinson Arms Molot Vepr-2 imports. They too are a high quality import that need conversion in order to make them more visually appealing, and to make them accept standard high capacity mags. The advantage that the new Bulgarians will have over the Molot Vepr's, may be their more standard AK appearance once Arsenal Inc converts them.
Oh, and my understanding is that the new Bulgarian imports "will" also have the common side dimples found on most stamped steel AK's.
As for Arsenal Inc making Bulgarian licensed stamped receivers, I know for a fact that Arsenal Inc has aquired the tooling needed for their production, but I just don't know what their game plan is on those. Even if their plan is to manufacture them sometime in the near future, if they do the same thing that they have done with their Bulgarian licensed milled receivers, it will mean that they will only use them to build complete guns, and not offer the receivers as stand alone items. Not saying that this will be the case, but if they follow their current MO, this may end up being the case.
If I were to guess, it would seem to me that they aquired the stamped steel receiver tooling for a future plan of sometime actually making these receivers, but when or if they will be sold individually, that would be a tougher thing to guess :)
Again, the initial stamped steel offerings from Arsenal Inc will be Bulgarian imports that will receive conversion to a more desirable configuration. This has been done with other AK imports (including the milled receiver Arsenal of Bulgaria SLR-101's), but the final look and quality will most likely set these apart from stamped steel guns coming in from places like Romania.
I can't speak for them on why they do this, and not do that. Or, why they may choose this project before choosing that one.
All I can say is what has come out thus far on the subject :)