They hadn't sold any devices into those particular contracts at time of the announcement. It was mentioned in the most recent presentation. Nothing to do with the validity of the agreements and everything to do with ramp up of production. We burnt through our inventory when we sent that container off to Divoc. I don't think the SP will move much until January so if the opportunity cost is affecting you I'd move on and come back after Christmas. I barely even look at this stock anymore since they went cashflow positive. I'm set with my position (albeit higher than current SP) and I'll revisit my investment when I need it from July 2023 onwards.
They hadn't sold any devices into those particular...
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