The company, Ellume of Australia, traced the problem to...

The company, Ellume of Australia, traced the problem to variations in the quality of an unnamed material.

Our raw material supply can certainly be the one in question.
How would anybody on this forum know with certainty that not to be case.

Keep an open mind.

Timing of the recall and raw material issue is very suspect days before our follow up contract is up.
There are usually no such coincidences in business.
It is cut throat and shareholders tend know this.
The experience with BBI years ago illustrateted this nicely, there is always the
desire to go it alone between partners. Our 5 year contract with Ellume was formed in 2016, nobody anticipated POC to explode as it did in a pandemic also nobody could have foreseen at that point in time.
The very fact that we have not yet received that contract in question with days to the expiry is
raising eyebrows, surely not just mine.

all IMO