Ann: Q1 2019 Interim Update, page-105

Totally onboard with your comments Polly Waffle. Mgmt need to smarten up their comms! For a start they need to provide an update on all the agreements (incl any benefits from the Cadenza link) and offtakes they have released to the market over the last 3-4 years. If some are no longer applicable or relevant then so be it, but the market should be told those details.
If they are making good progress on others surely they can provide more detail than in current comms without breaching confidentially.
Clear the air and let the market understand the state of play and hopefully bright future!! Or are they being purposely vague because things aren't going well??