Disagree with that statement.
If you have just even watched the video interview then you would understand at least a small portion of the fundamentals behind ADN.
Quite simply, this is a rare blend of Halloysite and Kaolin, it is a resource that is running out, there is a tonne of demand (particularly from the Chinese ceramics industry), the CAPEX to get this running in very low, and the OPEX once it is running is also very low.
If that is a 'punt' then this may be the most favorable punt I have ever taken.
General comments/chat, page-6336
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