I'm sensing a degree of denial here..In an oversupplied market,...

I'm sensing a degree of denial here..
In an oversupplied market, the value for premium/quality becomes non existent - refer to coal and iron ore markets. Upstream processors will not pay for this premium when there is a glut of supply in the market.

Also not sure this is true "cli will come out of all this is as one of the best agtech companies in the industry"

In times like this, it's best to be realistic - not over the top or pessimistic, but take it for what it is. Just because it drops, doesn't mean you need to be buying more - wait until there is clear direction from the company then decide whether it's worth overextending on the one stock - IMO