Ann: Quarterly Investor Update, page-37

I remember feeling uneasy at the 15 July 2019 announcement and the apparent conflict of the same person being The Chair of MSV and a major shareholder of the customer they are working for. I put that aside as the company appeared to be on a good trajectory and open.
Then I was puzzled by SOL selling down a few months later since they are generally in for the long haul.
Maybe I am reading too much into that, but I think those dots are joined and SOL thought the deal exposed them uncomfortably to the risk of the best interests of MSV not being the same as that of the CHair in his personal capacity.
Too late to join the dots now...wish I'd got out when SOL did