Andromeda holder here, not here to troll though.You will see...

Andromeda holder here, not here to troll though.
You will see from my posts around 12 months ago I discussed Metakaolin and HOLCIM, so I did a fair bit of research into both so the story of ZEO, metakaolin and HOLCIM interests me. I don't hold ZEO yet mainly based on not seeing at least a PFS and the current MC where it's at, I thought it was high at $60m. You will also see that I don't see ADN and ZEO as competition given completely different markets and different approaches to the cement and concrete industry.

I liked JM's presentation.
For those that actually do research and run numbers, how much are posters expecting ZEO to sell of metakaolin to HOLCIM if a BOA comes in. I'm sure a BOA will be signed at some point but can't see it in the short term. Given JM mentioned the east coast and 2m tons I think this would be a fair place to start.
Second question, how much are posters expecting ZEO to sell either through DSO and then metakaolin PA when the mine is up and running?