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Re: None

Tuesday, 04/05/2022 7:18:01 PM

Tuesday, April 05, 2022 7:18:01 PM

Post# of 51555
Here's a non-political comment for M&M's and Senor C and it has nothing to do with geopolitical, supply and demand issues nor charts sprinkled with ferrie dust. (can I even say that?). They have been talking about being almost there with offtake agreements for some time but most recently in an interview with Dudley around December '21 give or take. In this interview he spoke of multiple opportunities and of just pushing them across the line. Here we are 3 months later and the semi-annual report speaks the same talking point. "Trust me public, almost there"
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XL thinks they might already have agreements inked with silent pinkie shakes waiting for the right time to release the good news, no longer linked to the end of June and the Scotus case. Possible, I suppose.

So I put to you the question. Given current market conditions, short, intermediate and long term favorable gas prices and the Ukraine War creating new found urgency to find new supply sources (ST & LT), how hard is it to close a bloody deal????? Any of us in sales related fields would have been fired long ago for lack of results. It's not rocket science Freddie. Get it done!