Carbon Capture, page-88

Ppl haven't connected the dots yet. With Biden the US has a President again who is driving the global agenda (of course also for their own economic good). Part of that is now a serious push into all things to avert disastrous climate change. Because the US now has a government again that listens to science and acts rationally, they accept that many climate friendly technologies are now also cheaper than traditional CO2 emitting systems. They understand the massive economic boost this will provide - which could in fact save us from bursting the bubble and instead lead to further market expansion.

Anyhow, as far as ADN is concerned, it is very likely than even our Aussie strugglers around Scomo will soon get onto that (because we always follow the Americans), which means, IMO, there will be a very rapid increase - and dare I say it - even a carbon tax (even though they won't call it that - in OZ. This, and the overall global; requirement of global companies here in OZ, will, IMO, drive a very rapid demand to quickly take actions that reduce CO2 emissions.

As far as the concrete industry is concerned, we know it is a very large emitter. Now getting access to a material like halloysite, that you can naturally dig out of the ground here in OZ, pretty much as is, with only very minor, very simple, low risk processing with a high degree of tolerance that in one foul swoop, without adding on extra complexity in the form of modified processes or technologies, drops your carbon emissions by 8-10% - and has other benefits - Wow! Why wouldn't you!

In fact, I wouldn't even be surprised if James, cunning as he is, is delaying signing OT agreements of this nature right now, knowing that we have the luxury of time (we don't need the cash, and it is not yet time critical - nothing can be done until we have the approvals, and we know they take at least their set min. time), and thus he is waiting out, knowing he'll get an even better price in a few months or even weeks, meanwhile happily ignoring the calls of all those SHs for "news flow".

The icing on the cake is, while all this happens and generates cash flow for us, we can continue to work on Pillar 3, which is the even more lucrative and fast growing, but also technologically and from a product specification perspective, far more complex, carbon capture market, which, IMO, will no doubt see Massive investments, simply because we have to as we've already emitted way too much carbon and will continue to do so over at least the next 10, and more like 15-20 years. Elon knows that better than many, which is why he's put the $100M prize out there.

All you need to do, my friends, IMO, is hold on to your ADN shares and not worry abut today's SP! Happy Friday!