Your theory is feasible and probable to say the least. Of course, we are speculating as to how much they were made aware of the filtration issues and/or what exactly they saw. Possibly they could have seen stacks of produce being saved considering that was about the time after Puna produced some 10t in a month(please correct me if I am wrong).
on the assumption that your theory is correct, it points to the fact that AGY is being shorted by biggies to the detriment of retail. Shorting can break a company but is a really terrible issue when retail lose money on good company fundamentals. Soon, we would not be happy investing at all. Shorting must be banned AIMO
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