Excellent quarter. I'm happy with that.
Good sales and things moving ahead.
It does appear that Mencel has built a good team around him and is executing his plan.
Worth noting that some of those sales were at offtake agreement pricing not current. So figures will get higher hopefully if they use current pricing and agreements aren't bound by old pricing. My understanding is that they will be using the moving index price for the future shipments.
Should be a good year ahead.
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