Ann: Quarterly Activities Report - September 2023, page-18

I don't think its a good idea to buy into 'modifications'.

They are likely able to produce lower quality at higher output but can't convert to increased production without losing the quality.

I'm sure they are light on detail because they are concerned the market could consider the issue a terminal problem with the process, wouldn't be the first time a company tried and failed.

Theres a chance they'll eventually get it, but certainly concerns now.

Huge positive is their cash burn is slow and prices are low at the moment, so they arent missing out on peak pricing. They are also producing small amounts, which they can sell later.

If I held i wouldnt be selling, but i think theres downside risk and ill be looking closely for an opening.