Ann: Altech - Breakthrough Silicon Alumina Coating Development, page-329

Hey, @Propunter2 - I just wanted to follow up on this post of yours.

I'm invested in the Silica Sand space, and have been researching and watching developments for the past 4 years.

Early in 2021, Delphi became a "strategic investor" in $VRX (a happy event *only* for our BoD, who pockets a generous chunk of change for selling off market to the Germans at a near year high share price, after which our friends from Heidelberg manipulated the price downward to now 52 week lows, averaging down their own accumulation on the way...)

Anyway, I had a look around, and lo and behold, the Germans are invested in $DRX and $PEC, too. (They actually landed on $DRX first, but over there talked their way into a share via a massive dilution)

I had wondered why the Germans were interested in our silica, until a few weeks back when I saw a YouTube video, of Iggy promoting $ATC and the silicon/alumina coating developments. I opened the $ATC books, and what do I see? Those same Germans neck deep in your T20!

So I am guessing that after they invested so heavily in $ATC, they looked around and saw $DRX as a nearlology play to Mitsubishi's Cape Flattery mine, and figured they were a good chance to get to market... a little more research would have led them to $VRX, who have massive reserves and some v.h.q. silica at Muchea that is only a couple of years from mining... so in the came. My only surprise is they haven't found $SUV, who are a dual silica/kaolin play, that might be just the sort of partner they are looking for.

Based on how deep the Germans have invested in $ATC, I'm now holding.

Follow the money, as they say.

DYOR - GLTAH