my guess also. thx fenners. lowry might be a well informed person. but he:
a) is not god and cannot see the future. lepidicos BOD and the potential offtake companies must not talk about future developments. so lowry dont know, who will be on our list and who will be our customer. we have just 2 LOIs. but we have them, because these two companies allowed to go public with these infos. but there are for sure a worth number of potential companies. but nobody can talk about it, because of the agreements. so lowry has to wait like i should, you should an everyone else have to.
b) is for sure not neutral. when you are in such a position, you cannot handle without personal interests. when you can influence the SP of a company with a single thread, wy not to use this power to earn more money? who cares about the shit i said yesterday...
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