My wildest guess is that they might adopt a more single focus on high quality ceramic grade halloysite-kaolin (and shelve some of the more conceptual pie in the blue sky stuff).
Their product has to be high end to cover road and sea freight - so we're talking CRM grade (and hopefully PRM). Would love to hear something about HRM (concrete) but not convinced that we will.
Presumably more BOAs are needed before financing can be locked down.
What I would love to hear most is an honest/believeable assessment of what ADN can achieve in the next 12 months.
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