Phish, you have been for some years cautious/ sceptical of PEN...

Phish, you have been for some years cautious/ sceptical of PEN management and the commercial efficacy of the host formations containing the uranium....and correctly so. I can't tell you how disappointed I am in Managements ability to find defeat in the jaws of victory. I have made it clear to Wayne/Pen that its all very well highlighting 200 years of technical skills at PEN, but my observation is that SO WHAT ..when in my opinion there isn't a modicum of business smarts to speak of.
We are in a running bull market for uranium, so even Pen will rise... and with a bit of luck there will be a bid for the company (hopefully at much higher levels)
I'm watching this out of the money contract book and the BS that its been sorted/ deliveries delayed on mutually agreed terms. I see our inventory has been monitised (line in asx release) in most recent interview I note a comment that. our inventory has been delivered against 2023 contract commitments. What it probably means is that our Inventory has satisfied a contracted price well below market ..I've asked Pen to comment on this but no response ...can you shed any light on what the position is on Inventory?