Ann: Investor Presentation, page-281

And...speaking of cement and concrete...I wouldn't be lining James up for a Russian firing squad just yet.

While his scatter gun and spectrum approach to all things halloysite-kaolin has been a source of chaos and general disarray, there is almost a touch of Elon Musk genius and foresight to it as well.

Imagine if cement/concrete does take off. With margins of about $1,000/tonne this really is a 'game changer' (Bob's words). This was JM's idea during Covid and he has made this shot at the moon possible.

It's only three quarter time. Let's give this a little longer to play out.