Ahaha well it's clear the company is getting paid near pink...

Ahaha well it's clear the company is getting paid near pink sheet prices so let's start with that completely ruining your assumptions. They are happy to communicate that to shareholders as well if you call them they say "approx pink sheet it's the industry standard"

also with offtake agreements you don't pay at time of offtake you pay at shipping. Go back to quarter before and calculate the return earned on their stated mine to gate sales. Which I think was only like 500 tonnes (from mems) not the crazy.

are you are the one assuming random facts about poor mixing components resulting in cheaper sales price (never stated, and not a single fact to support)