I don’t understand why BL leaving should change the company...

I don’t understand why BL leaving should change the company fundamentals

it’s not like he was producing spod at his home and we no longer have access to it

NOTHING has changed.

- AAL moon still on its way to its destination ( its not turning back after BL stepped down)
- we still own Moblan ( it has not disappeared after BL stepped down)
- next two shipments will still go to PLL ( BL has not taken the keys to NAL with him when he quit )
- Worse case scenario is that we keep producing spod and half goes to PLL and the other half sold to the market
- just based on the worse case scenario, our MC should still be much higher

so no changes to fundamentals . If anything , we will prob now do a better job at comms and marketing which should see a further upside in our MC