Yep, I did. I based it on Thaigo's statements that he was well connected and that the product is fungible. Neither of us knew at that time that the company didn't hold a license to sell the fertilizer. Now that they supposedly do, I expect that it will sell soon.
He also expect revs in Q1 and then in Q2 as well from fertilizer sales.
It, of course has been zero.
I guess he doesn’t understand that when an asset is booked as “non-current” it is not expected to be monetized in the next year.
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