there was no price sensitive announcement when they signed the original agreement. I guess the company believes the Tritium sales just aren’t that important (perhaps not a huge piece of the pie), but the market seems to be assuming they are.
is it still market sensitive if it’s just because the market is wrong?
takeaway for me is RFT really should have broken down the % of sales to Tritium with the announcement.
Ann: Market Update, page-23
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