If we failed to secure the advanced offtake discussion, then that would explain the drop. If this is the case, then once again insiders got the scoop leaving retailers holding the bag.
As is the policy of ASM if we failed to get the offtake, we will most likely hear nothing more. Instead, they will be racing to get some new lead that will distract everyone's attention.
If we failed to secure the advanced offtake discussion, then...
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