Ann: Quarterly Activities Report, page-11

yeah i just carved out half an hour to watch that interview, well worth it as this is clearly a mass market, with scalability etc...... but its like learning about mining all over again as its a manufacturing process in the chemicals industry of which the ASX has limited exposure.

suffice it to say, i'm going to start accummulating for a longish hold as i'm interesting in watching the story..... and while i get my position set i may just "go hug a pine tree".

clearly the margins are there, but imo i think there will be a move offshore at some point as the state governments, as expected, aren't helping in anyway. When you know that NZ, CA, EU and other regions are getting very serious about ESG requirements. @ 10 million bucks a pop for a plant, i reckon ray will be thinking "where do i want to spend aus winters.... perhaps italy?"