Yeah i see what your suggesting ghost. The company had little availability of product to supply/sell given shut down and what supply they had seems targeted at new customers as you point out. Smart move if that is indeed the case which it appears.
In a post covid scenario the company may have new customers on their list and the previous Chinese customer base should/could return only at a higher selling price premium and yes we know what focus Germany and France are doing with billions pumped into green - green - green new industries which will expedite demand.
Ann: Interim Financial Statements - Half-year ended 30 June 2020, page-9
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