The trick is finding the optimum price/volume point for the...

The trick is finding the optimum price/volume point for the concrete additive where profits are maximized.

There's an imported product that sells for USD10,000t but the Australian mkt is only 1,100tpa. James Marsh seems to suggest there's a mkt for a lot more product internationaly at a price point of $3-4,000t. 2kg per cubic metre of concrete means there has to be an international mkt if ADN wants to sell 100-200ktpa. We need an international like CEMEX or Hanson etc to sign up.

People suggesting little impact of the concrete additive on the PFS but that seems to go against the whole point of the delay.

Some people also craving some BOA's for porcelain but it seems pretty clear that ADN would prefer to have as many non-China customers as possible signed up for all of the obvious reasons.

The blue sky is what Prof. Vinu is doing at GICAN. The commissioning of the semi-commercial plant is behind schedule. OTOH ADN/MEP are committing more funds to Natural Nanontech P/L.

There's no news yet on HPA but we know things are progressing. Could there be a surprise on this front?

Access to Camel Lake is taking time but there are no serious roadblocks and the prize is HUGE.

January was a slow news month but, hey, everyone's allowed to take holidays!