Whisky is incorrect about the nature of the OTA turned down by the bod. It was for much, much more than just our unallocated spod. Amos, for example, was involved in the deal.
Amos is now, dead. We wasted $20 million on Amos because the bod was too scared to venture into chemical conversion.
I'll repeat this until everyone understands: Whisky does not do any homework or research. He just pontificates. Those who listen to him, do so at their own peril.
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