Lets assume the Koreans go ahead. For sone thats a big assumption, for others its likely given test results and what the Koreans need. Lets also assume 11 US states become custoners who actually order and pay with money. As the product is used it develops a word of mouth reputation along with a technical one. These arent really massive yellow brick road expectations. What volumes are we talking about? How much EC would be needed? What would be the accompanying share price? The share price would " explode" because then we go back to the fact the concrete is a global product. Imagine a 3rd international customer. The supply issue would be interesting to say the least. There is a chance the S brothers actually are going to pull this off. 6 and a half cents to a dollar in a shorter period of time than people think simply on the back of the sheer size of orders that will come in. If ( when ) the Koreans place orders I dont think they will be small orders. Neither will US infrastructure. They will be enormous and repeat. That is why they have stuck with this seemingly bizarre strategy. Boys ( girls ?) tear my theory to shreds. We are sitting on a volcano.
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