why do we have a sudden drop?, page-22

Treefeed - I'm awake! I don't know why they need 2 weeks to change over the ore - seems excessive and they don't have the luxury of time on their side. At the end of last quarter they had net outflow of $9.7M cash and they have $12.9M cash left - as of 30th September. They need to ramp up quick otherwise that $12.9M will be gone - unless ppl convert the options to shares - why would you?? I know that Jiangsu achieving positive cash flow doesn't account for the whole company - but it would slow down the bleeding. Hopefully management will let us know when Jiangsu is back online and how the new ore is going. Tough times.