General comments/chat, page-13854

My key take away from today is that the company has a very clear vision for the future and they are executing their roles within the company with a extremely high level of professionalism and detail.

The business base case is exceptional, there are no real competitors and we will be the leading developer of a product suite at home and abroad.

The company also has the what they consider to be the best technical expertise in the country.

A few things I will note.

ADN consider themselves the expert of the mineral both "through exploration, analysis, process, sales and marketing and now research and development"

In my opinion I think they will commercialize this expertise in the future as some sort of consultancy or benchmark agency that will advise others on the industrial chemistry / geology side of things particularly as it relates to it's use in higher tech end applications.

I also think that the offtake agreements will be strategic in the sense that they will allocate a relatively small amount but for a long time given todays commentary that customers want +10 years supply (and that we can offer it, no problem).

The hand holding that institutions need to feel comfortable is hilarious as they have missed a large part of the boat and will do the heavy lifting after what is expected to be a stellar BFS.

I have a full set of notes but have some of my own blended in and don't want to misrepresent the company so will post accordingly.