"especially as you also know like them…that DSO sales are close."
We know nothing of the sort. The company has only said they expect to be producing a DSO product in the coming months, and that once blended it will be exported - when they have enough to be assured of continuous supply. They haven't announced details of any contracts for sale, and as roh will tell us, the offtake agreement is for concentrates only, so OW aren't obliged to take the DSO.
"coming months" = pretty vague. Not "close".
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