Ann: First Offtake and Fines Shipments, page-62

Was the reference to 10% under spot in the Quarterly? If so, then that will give us an idea moving forward (as long as we have the tonnage) approximately how much we should be making each shipment as I recall the pricing being related to the Fastmarkets Spot price.

Good to see another shipment out and another one planned soon for September. The market needs to know this to settle everyones nerves and change the narrative considering the destruction of the last month.

It's all coin in the bank and that's always good but what I really wanna see is what the hell is going on with these drill results and regular progress updates on how lifting the spod quality is going. I don't think given what's happened recently that a special 1 pager monthly or bi-monthly update on general progress would be uncalled for until the production levels are more in line with expectations. Obviously things take time to improve and come through the pipeline of implementation but even showing some of what's going on would be a major confidence builder and give some transparency around operations to the market that it so obviously needs and deserves. Not to mention a bit of accountability after the repeated throwing under the bus of holders recently.

Build that trust back up CXO board. Start with getting those drill results out on the regular again and keeping us regularly updated on what's happening with the process improvement. Not just a few vague notes in the quarterly.