Agree Youngie
JM made the following commentary in the AGM about Concrete Additive;
- Need to understand the size of the market
- Work with the suppliers/consultants to commercialize a solutions
All IMO
It is possible ADN have a near term revenue concrete additive opportunity in this space or they wouldn't delay the DFS. I recall he mentioned in a previous presentation some parties wanted it today.... However, it seems reasonable they do not know the size of the market and the commercialisation hurdles. e.g. will engineers include it in their building design and specs?
In the AGM JM also mentioned something about the having regard to long term consistency of the product. i.e. how do they produce millions of tons of consistent HK at a designed percentage for a market? This would be important for construction where a mistake can cost lives. The testing of HK takes time and so perhaps some work needs to be done to speed up batch testing to guarantee product consistency.
IMO it is heading in the right direction for improved revenue for ADN.
JM made a point that doing studies on HK in the additive space is very different to getting Australian Standards certification, which ADN now has.
Cheers
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