What makes you think when they are saying "Advanced discussions...

What makes you think when they are saying "Advanced discussions are currently in progress with a number of potential customers to lock in Binding
Offtake Agreements" this could not include the concrete industry? Surely, you would not want James to state "We are negotiating with company A, B, C" giving away valuable bartering information.

I reckon you'll be surprised. I am convinced that a big part of why they are using time to ADN's advantage negotiating an OTA, is that the landscape and the opps esp. re the concrete additive have been changing so rapidly. IMO, we will see a massive surprise in that regard - all in due course, and I'm glad ADN is not rushing it. Patience is the least they can expect from an LT SH right now, and those who don't have it can happily sell their shares for 27.5c right now!