ALL IMO
ADN are building several competitive advantages over their competition.
e.g. being first in class with Natural Nanotech on a number of commercial opportunities for which patents will be or are being registered.
There are few people in the world with as much understanding of this mineral as James Marsh.
Of the number of people with this level of knowledge, it appears James Marsh is the only one in a position to have such influence on the future direction of the market and the resource to delver it.
One seemingly little point that James made for which some may have overlooked, is that ADN have developed a method of identifying Halloysite that takes only 3 days and not 3 months! To me this is a huge advantage for ADN and it shareholders. There also appears to be numerous licence opportunities for ADN to sell to any other Kaolin Halloysite explorers/producers.
The future is bright, gotta wear shades.
JM 50mins, page-78
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