Thats a good point @THE loft makes: management has put forward a...

Thats a good point @THE loft makes:
management has put forward a dfs with a value lower than the last cr price point.
that may prove to be a cap for the share price until adn really proves the metrics ( not just one sales contract) are much better than the dfs-numbers.
when will they be able to deliver that? Concrete could be a first step, but only one step in the " crawl-walk-run" strategy.
let us hope the costs for the plant will not be higher than expected.

this again looks like an invitation to shorters who had it right 2 times already. They will stick to adn .

did you notice thelast two presentations changed a lot?
Somebody else is setting the course: no more short term promises or to much blue sky enthusiasm for the public.
so it is underpromise and overdeliver? Would be a good thing to restore confidence, but as well takes time.
may be the new board members deliver first signs of their experience with mature companies.
thats what we asked for, is it?


so all in all it looks like we will have to get used to the present sp-level for some time.


long for longer