quite the contrary actually
James spoke at a lunch with over 50 investors, advisors and brokers last week and didn't mention your point.
re Kaoline/metakaoline opportuenity i'm excited re potential updates relating to:
in 6m:
- environmental approval granted, allowing ZEO to mine the site, starting with DSO
- PFS being completed
- DSO deals (high margin, but lower tonnage)
- $$ hitting the books from these DSO deals
- collaborations with major "named" cement player/s
in 12m
- DFS complete
- project finance discussions/options
- binding off take deals from cement player (lower margin but long term steady income for years to come)
- $$$ from Government grants
- commencement of plant construction
- more $$$ from DSO deals
in 24m
- plant finanilsed, cement industry orders fulfilled
- $$ from DSO deals
- more $$$ from government grants as they further understand ZEO and its scale and potential
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