No off takes still is the anything wrong with mns, page-21

"One can assume the deals that were in advanced discussions early last year have fallen over because of this reporting."

Again, that is NOT the only assumption, you are presuming at your convenience. The rhetoric from the company has not changed, there is no indication to suggest those discussion remain anything other than advanced. Show me your evidence that any deal lined up has since fallen over. The timelines set by management were targets for agreements to be made based off those discussions that are out of their direct control.