Do you know how much the testing will cost them, was it subsidized, what incentives did ZEO provide Holcim to do the testing? You don't know. Neither do I. Is it possible ZEO covered the costs? If so, Holcim has nothing to lose. Kaolin has been touted as a potential concrete additive since at least 2009. I'll believe it when I see it actually being used on a commercial scale. Even then, its unlikely to rake in enough profit to justify a $1B mkt cap, or even a $100M mkt cap.
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