Ok... here's my first impression on the ann...
1. I thought progress report is about "progress" where are we at at proppant tech sales? This should be the primary focus IMO.
2. I don't mind the addressing of social media rumours, but that should come secondary.
3. I already know they did their due diligence before buying into GraphenEra; that's why I'm in it. Don't think there is a need to re-iterate again.
So that's my train of thought, mixed feeling about the ann, but it is what it is.
Since I only got #2 and #3 info to work with, I can only deduce ...
- LWP did they check again (for the second time)
- Whether the prototype works we will know end of this year
