My key take away from today is that the company has a very clear vision for the future and they are executing their roles within the company with a extremely high level of professionalism and detail.
The business base case is exceptional, there are no real competitors and we will be the leading developer of a product suite at home and abroad.
The company also has the what they consider to be the best technical expertise in the country.
A few things I will note.
ADN consider themselves the expert of the mineral both "through exploration, analysis, process, sales and marketing and now research and development"
In my opinion I think they will commercialize this expertise in the future as some sort of consultancy or benchmark agency that will advise others on the industrial chemistry / geology side of things particularly as it relates to it's use in higher tech end applications.
I also think that the offtake agreements will be strategic in the sense that they will allocate a relatively small amount but for a long time given todays commentary that customers want +10 years supply (and that we can offer it, no problem).
The hand holding that institutions need to feel comfortable is hilarious as they have missed a large part of the boat and will do the heavy lifting after what is expected to be a stellar BFS.
I have a full set of notes but have some of my own blended in and don't want to misrepresent the company so will post accordingly.
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4 | 1076000 | 0.020 |
8 | 1943473 | 0.019 |
10 | 1457555 | 0.018 |
7 | 4714708 | 0.017 |
Price($) | Vol. | No. |
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0.022 | 876150 | 5 |
0.023 | 4956857 | 17 |
0.024 | 1825918 | 11 |
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