asculpeous,.. Your post to me on the 7/6,... You were worrying about PEN and hence you sold down.
That said do like possibility lowpH chemistry could be the reason for the resin cancellation With UEC starting up Alkaline production.
But PEN should of foresee this as a high risk, not buying the PEN explanation that they were blind sighted by this..
Ann: PEN delays Production & Accelerates Inhouse Resin Processing, page-163
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