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Re: nycinvestor1989 post# 44331

Wednesday, 12/05/2018 6:17:52 PM

Wednesday, December 05, 2018 6:17:52 PM

Post# of 113251
I doubt stockpiling for the DoD had much, if anything, to do with the Traxys deal. It would have been easy enough to carve out an exception in the offtake for a one time government purchase.

The comment starts at about 13:50 in the video if you wanted to hear it again, but after listening a second time I still find it just as odd as when I first heard it.

I agree fully with your other comments, re: pricing and confidentiality.

If it was a simple case of Traxys wanting more but at a lower price, then I don’t know why you’d even mention it. I’ll sign an offtake if the price was low enough.
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