Ann: Investor Webinar Presentation, page-120

"I asked James a question about out of all of the opportunities in front of ADN, which is he most excited about. His answer was that the thing he is most excited about, he can't talk about. Make of that what you will !"

This comment probably needs it's own thread.
WTF could he be talking about?

I got an email reply from James a while back after the SP dived after the DFS came out.
I'm not going to lie, I was seriously pissed as others were and I was coping it from them also.

Strangely from James side, You'd think he won the lottery from his tone.
I'd asked something along the same lines as above and the reply was...
"If all goes well, GW will only be the tip of the iceberg."

(Normally I don't like repeating content of a private chat but, ADN at 7-8c and my networth is down 70% in 6 months? Well? My moral fiber isn't as perfect as I thought it was.)
*Then add to the fact that he verbally told "something" like this to another investor recently.
I think it's worth sharing with the class now. - We've suffered enough.

**I'd be interested to hear if any other 708's have had similar insights given to them in the last 6 months?

1 thing I'm impressed with THIS, is he isn't talking about this "new thing" in interviews.
On James's level, he's almost keeping it a secret. lol.
*Maybe the "Mick effect" is happening?

I have no idea what IT is but, I know James doesn't have a lying bone in his body.

So from the comment above, I conjecture the following as fact.
(This is ME guessing at this, not ADN pushing something. Send the HATE my way if nothing comes of it.)

-ADN is working on something that hasn't been mentioned to the market, ever.
-It's as big as anything they are working on CC, HPA, and cement (all those are pretty special in their own right.)
-Sadly, it doesn't "seem" like this is getting released to the market anytime soon. Hopefully, I'm wrong.
-I get the vibe it's something they've fell into by doing research on everything they've been working on.

-I conjecture that getting the GW plant is just the first step and that's 100% going to happen. I think they've figured out something and are going to be able to control it themselves and do it cheaply with the GW feedstock.
(Makes painful sense why they haven't BOA the last of the feedstock.)

I've read the Halloysite, Halloysite and Halloysite thread and this may just be clay but, it's special clay.
(kind of like how Oil is just this black "stuff" but a trillion-dollar chemical industry sprouted out after they figured out all the stuff they could refine it into.)

Halloysite is new and not even close to be fully understood.
It is being researched and studied to death by smart ppl. all around the world.
It makes painful common sense that ADN would "find something" and try to commercialize it.

So even though I don't think it's going to be released or the ASX may want more factual data etc before it's released. I think ADN "tries" to get this out before the AGM. It's almost worth voting down the REMU just to create that pressure.

This thing is just ANOTHER thing not to sell for me.
ADN is the sword I'm going to fall on.
Either it bankrupts me...
or I get filthy rich.


I can't even say DYOR here.
The above is just something that's developed based on another investor sharing a comment.
Not exactly solid investment research.

Take with it as you may.
*I've purchased some stock in a pitchfork maker, as a hedge.