Ann: AGM Presentation , page-71

Thanks Jak444 for the kind words.
Have not posted much as relatively new to this game of investing and somewhat in awe of the quality of posts (especially on this forum).
I cannot remember how I came across ADO, but know that the disruptive technology and opportunity excited me.
The thing that convinced me was the relatively low cost to create product compared to mining, the patent protection and difficulty for any competitor to "disrupt" our position once we are set, due to the cautious nature of the industry and the complexity.
It is this last point that has significantly contributed to our cost of sales and extended time line to move to a very successful company. And where alot of our recent discussion has focused in "beefing" up our "C" level engagement capability.

Have watched many companies in this situation, we are very close and it will happen very quickly...
Momentum is a funny thing, once we have it, these discussion threads will overflow with the myriad of choices and opportunities.
Remember these days well and look forward to celebrating with you all at the next AGM, or hopefully earlier.

Cheers
TC