That was a JV project with a UK company that was refining that tech. Shekel walked away from the agreement for undisclosed reasons. That actually coincided with the SP slide.
Personally I got the feeling at the time that Shekel had concerns about having their IP "borrowed" by those guys. It had been a promoted liaison, so the market wasn't happy when it died.
Ann: SBW record revenue of US$10.5 million (unaudited) in 1H FY21, page-39
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