Technicals, page-78

Sharing this page from "Masterclass with Superinvestor". Thought the example provided on polyester capacity is very similar to ANO ZincOxide now.

1. Production capability is confirmed. Skills to expand is mastered. Just need to buy oven and set it up.
2. Not required to much promotion of product. Mainly customers or distributor coming to them.
3. No other sub-business that could impact the earnings. Simple and straight forward. Just expand the formulation, chemist exposure and increase capacity to meet demand.
4. Economic of scale will drive better margins. Like what Will has explain in earlier post.
5. 2200T per annum is still only a tiny portion of overall demand. I am speculating that 20,000T per annum will make all of us prosper.

And we have other product like Battery and 3D print, that the polyester company don't have. I am Riding it all the way, don't miss this lifetime opportunity, Warren mentioned before, in our life, 10 good ideas is what we need.

Good luck.