Thanks for the heads up IvaB, Much appreciated.the next month...

Thanks for the heads up IvaB, Much appreciated.

the next month will be interesting.

the SPP will be locked in pre the EGM at which we will have votes on the CR.

One thought I had was about Fonda. Fonda has been approved and yet the SP fell. If we examine the likely penetration of fonda, we have focused on a 2 x share of revenue and then a 3 x share of revenue.

What has not been discussed is the capacity of DRS to ramp up at scale and gain higher purity levels in production.

Ask yourself a simple question .. why is ACL running away from Fonda and its supposed revenues.

We are being asked to make decisions at the EGM without data on sales from DRS. What is going on here? Could there be information that is being withheld that is relevant to our vote.

I smell a rat

Mulac