Which is just as well because A2M can't get Mataura SAMR overnight. Given them a could of years to do this and we can expect to see a renegotiation of the supply agreement.
Which at face values appears won't include exclusivity, and will be for lesser volumes and tighter margins.
I think we are getting a sense of what is happening to A2's war chest. More investment in Mataura to get SAMR. Purchase of third SAMR manufacturer. And hover in the wings to pick up a liquidated SML
A2M Price at posting:
$4.48 Sentiment: Buy Disclosure: Held
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