Thanks charttrader — appreciate the thoughts.
Just to clarify, all the info I’ve shared is publicly available in ASX announcements, investor presentations, webinars etc. Anyone with the time, energy and interest can dig through it. It’s about paying close attention and piecing it together.
The company clearly outlined its strategic split between Horizon 1 (AusPozz metakaolin for the construction sector) and Horizon 2 (zeolite methane-reduction and circular economy tech) in the ASX announcement 27/04/24. That announcement also emphasised the shorter-term commercial opportunity of Horizon 1, while confirming continued R&D and scaling for Horizon 2, incl pilot plant activity and partner discussions.
Recent commentary from James Marsh, including this week’s podcast, simply builds on that public roadmap.
If the execution matches the strategy, both Horizons could deliver real value.
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