where in my comments did I say they should argue that?...

where in my comments did I say they should argue that? Nowhere.
They were not your comments, they were my editorial.

Facts are facts and the fact is the company has a 10t order to be delivered over 3 mths.
Yes it does that's what the customer needs.

My point is this contract is a very limited amount of the installed capacity and for a bigger market reaction more of the capacity needs to be secured by sales contracts.
Then write to the company and ask them to reject any order which doesn't meet the full production capacity of their set up, because the only market reaction we are waiting for is one where the full scale operation is happening, anything less and we should not even look at it, it's either 100% or nothing.

If you want me to analyse your other comments let me know.