ADN has no competitors as much as people say they are. Others need ADN to be highly Successful for them to have any hope of commercialisation.
I was happy to hear that exporting the DSO is 80% of the cost so I’m expecting minimum 30% increase in NPV over the PFS to start with.
I think HPA will come to the forefront much quicker than anyone will expect. All the current HPA plays are years away from production so we have a real opportunity to upset the apple cart here with potential access to the Canada plant.
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