General comments/chat, page-25857

well 50% adn is slightly more than the usual allocation for one stock, is it ?
whenever i did this in the past, the risk came from an angle i did not have in mind before. and it came more often rhan i calculated.
so what can it be?
time delay is certainly on factor. imagine for whatever reason first profits will only come in end of 2023 or 2024 and additional funding is required, other carbon capture products will be developed from algae being as cheap as hl/k. the hpa-factory built will not be as effective as promised, or cannot go into operation.
a competitor will hire jm before adn is in production, kaolin-prices will fall as new. materials will substitute it in ceramics or else. there maybe some social issues with adn.
the may be fraud or the financing does not work out.

not meaning that i have any indication for any of this but exactly tgis is what i mean. you just do not know what risks can come up.

but if you are right, then it is worth it. just do not bet home or wife on it.

i wish you nerves of steel ( they get harder with kaolin as well )