Oh and to add to the above;
Sales to Gelderma were not in forward sales estimates
The loss of the chinese buyer was annoying, but you really think they won't find another? (There's about a million daigou who would kill for sandalwood oil)
BUT there is some issues ahead. When a coy has teh drops and news that QIN does, suppliers and customers start smelling blood. Customers will look to get better deals and suppliers will look for cash payments. This then places stress on the coy and can sometimes become self fulfilling.....
We need a white knight..... where are you Mr Tata...
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