Completely agree with you re: timelines and your rational. .
People forget what MT actually says on a lot of things and try build/paint a picture that is not the reality. Too blind by their own bull-goggles and arrogance.
The below link, you can clearly here MT stating that they are focusing on Anodes, because of the higher margins and because concrete has very low margins. They are not proceeding with concrete additives very fast at all.
I reckon you can say goodbye to the idea of much in the way of value add in concrete.
Anyway, see from around the 48min mark in the video.
TLG - Media, page-6757
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