Only thing we can be sure of is that the US supply tineline will exceed Anteo's original 5 year Mix & Go supply agreement with Ellume. Therefore, any new agreement will need to factor the quantum increase in AnteoBind required for Ellume to fulfill their US commitments - this is the material effect for ASX TH.
It appears to me that Ellume's production facilities could be maxed out, hence the move by Anteo to get the recently announced inital In-House production facilities up and going.
Only thing we can be sure of is that the US supply tineline will...
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