General comments/chat, page-30446

So we're looking to produce approx 116kt in years 1 and 2. We have an offtake for PRM for 70kt and CRM 5kt, so what of the remaining 41kt????
I've heard we've sold out first year production but we haven't been told to whom the remaining 41kt is going to.

We have all heard about the concrete rumours, just how much product would a company like Boral potentially demand from us? 41kt perhaps?
What price are they prepared to pay when our product has proved to outperform existing products that go for $10k per tonne. Perhaps $2-$3k per tonne and I'd imagine they'd snap up as much as they can.

I don't believe the carbon capture has been placed in ADN valuation at all. When the whole world is looking to go green, the pilot plant being built could put ADN on the map in the "green space".

We're also still to hear more on the HPA space.

Below I have included concrete guestimate, don't quote me on those figures but if they are close, there is plenty to get excited about.

Stage 1 would command a share price of $1 and Stage 2 $2 using a PE 30