The author is quite a good investor, so I try to read most things they write.
FWIW I think the sales numbers are a little under-cooked. Of the $13.4m revenue, I'm assuming $1m of Alusion and an average price per kg for ZnO @ $37. That implies 335KG ($12.4m / $37 per kg) for 1H20. The investor presentation suggests a little over 500T.
My uneducated guess would be European sales are starting to move, but it's too early to tell.
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