Patience is key... only rational explanations for the recent s/p drop:
First, the overall market is also dropping (although this only explains about 25% of the recent s/p drop).
Second, is the irrational "angst" psychology of shareholders ever since the July 2008 crash. Angst in this case is regarding Buffett's interim offtake agreement becoming finalized. Given the strong fundamentals for both companies, such angst is not rational, yet it obviously exists with some. Why is this angst not rational? The tungsten exists, multiple reports confirm the quantity and quality, such that it will supply 50% of the non-Chinese tungsten. The tungsten is very accessible. The world demand is certain. The local demand of Buffett's company is also probable--they need this supply. The overall projected cost is reasonable making financing no major concern. Hence, the fundamentals are strong and there is no other rational explanation for the shareholder angst other than irrational panic.
Third, some actual insider trading based on insider information or management fraud is always a remote possibility. People with irrational angst always have a conspiracy theory. Anything is possible, but smart investers do not limit themselves with possibilities, but rather, probabilities. There is no probability of such insider problems in this particular case.
In short, the fundamentals are strong and patience is the key. Those with a weak stomach ought not ever invest in penny stock. For me, I am not going to jump up and down and pump Woulfe this week, given the irrational behaviour of the share price this past two weeks, but I am not going to sell either. I believe the fundamentals are still very strong and I believe I will be rewarded for my patience soon enough. To each his own.