My opinion on the quarterly for what it's worth.....
I believe the technology is sound, the main issue is around the additive clay, by the looks they used a local product which is not binding/breaking down hence the introduction of the use of bentonite along with some extra expertise.... Fine tuning / tweaking is trial and error but once the right settings are found its all go ahead.
It all rests on jdcp, mak has their hands tied to a large extent as stated but as soon as the magic combo is struck this could turn very bullish very quickly, whoever is in now will make a nice profit on notification by jdcp but when ? Who knows but it will start to run .. Mak already has got everything in place this is the next box to tick
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