Halloysite, Halloysite and Halloysite!!, page-528

(To be clear I never exited the "story". I switched a lot of ADN to MEP and sold the rest on the diabolical 17 March, 2021 NR.)

Reasons to buy:
30 June tax-loss selling presented an opportunity to buy <20c.
DFS due end June
ongoing advances in HNT tech via Natural Nanotech and others e.g. see post by @bcjk3 here https://hotcopper.com.au/threads/halloysite-halloysite-and-halloysite.4963068/page-491?post_id=53574935
but primarily HPA NR

I'd tracked that AEM tie up for a while. https://hotcopper.com.au/threads/hpa4n-5n.5755573/?post_id=48868738

Once it was clear ADN was going to pursue its HPA ambitions seperately from the GWJV I decided I had to start buying back into ADN.

NNPL is exciting with developments in CO2 capture etc but HPA4N is a nearer term development IMHO. (BTW I think there is a lot of misinformation being peddled on NNPL in terms of timing. Commercialisation is still 18-24 months away for CO2 tech. Then begins the process of rolling it out in the real world.)

HPA4N could/will be worth a fortune to the companies who win the technology/production battle and it seems ADN has the advantage of best-in-class feedstock either from the GWJV or 100% owned Mt Hope.

Porcelain, inks, paints, coatings, concrete etc provide near term excitement for the GWJV but I think there's a good chance ADN is a winner in the HPA4N space.

We'll see!