Great summary for the first qtr..........full of interesting tidbits (even though we know most if not all the details by now)...........The China/LG battery connect for 4N HPA supply being just one facet that is exciting me........
ADN is in a very strong and somewhat enviable position imo.........multiple parties want what they have and they want long term reliable quality supply..............which is definitely something ADN can offer.
They're identifying significant 'capital and cost savings' measures in various aspects of the business with a 'simple' dry processed product meeting global kaolin standards, and single pass 4N HPA confirmed for example..........along with further strong confirmation for big and probably growing demand for CW Halloysite-Kaolin.......
$2.4mill @ bank 31st March..........$520K est. out in Q2.........funds are there.........timing is right.
Things are fast approaching the pointy end so to speak..............
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