Ann: Results Announcement, 4D and Interim Financial Report, page-8

They now have the mothers of all tailwinds are blowing into their sales (pun intended):

1) tariffs on Chinese manufacturing - local manufacturing looked upon favourably by the administration
2) coronavirus supply chain scare for coal-fire plants and other industrial end users
3) legislative amendment to include bromine as a targeted substance
4) numerous tenders from power plants (expiring contracts from pre-MATS days)
5) first mover with US-manufactured pellets - made to specification and end use rather than the generic Chinese import stuff

Even a toddler with a gun aimed into a barrel should be able to shoot some fish...