Coffee with Samso Episode 124 with James E Marsh, Andromeda Metals Limited (ASX:ADN) In two years, the Andromeda Metals story has taken many turns. Today, there is a lot of misconception, misunderstanding and a lack of understanding of what does the company do. When I first spoke to Andromeda Metals Limited (ASX: ADN) in late 2019, I felt that this was a company with such a simple business - a simple business that was going to make a lot of money. After talking with James Marsh and learning more about the business, I was convinced that this was better than an AUD$0.04 stock. Andromeda Metals did not make me wrong, in fact, the shares went to a high of AUD$0.45 putting their market capitalisation at over AUD$1B. I was an early shareholder and left the register many times before the AUD$1B valuation. I have to admit that the story of the business was changing at a pace that I did not keep pace. This is nothing new in a developing company but talking to associates and existing shareholders, there is a lot of misunderstand. Like our very first conversation way back in 2019 - Coffee with Samso - Ep 27 - The myth and facts about the Halloysite and Kaolinite Industry - ADN - there was the question of what exactly is the company mining? Back then, I was hearing from people that Andromeda was mining Halloysite and not Kaolinite...etc The result after the Coffee with Samso was that there was clarity to the questions. In this episode, James shares with us insights that I feel was good in addressing some of the comments that is in the marketplace. The people I had spoken to, about the ins and outs of Andromeda, was telling me that they don't really know and understand what is happening. Hopefully, in this Coffee With Samso, we have clear some of the uncertain narratives that in the community. Chapters: 00:00 Start 00:20 Introduction 01:57 The Minatour -Andromeda Metals Merger. 04:42 What is the Nanotube Business? 08:31 How realistic is this Carbon Capture Idea? 10:47 Is the Carbon Capture a Practical Reality? 12:46 How is the mine going? 17:58 What are the thoughts about a shift in demand of "unknown" metals? 21:56 How we investors see Andromeda now and in future? 25:47 What drives the Concrete business requirement? 26:20 Not all halloysite are the same. 28:59 How does Andromeda be seen as? 31:02 The ISR Story? 34:20 The Potential of being a Copper Producer. 36:25 The up and downs of Andromeda share price. 40:03 James thoughts on Andromeda as an Investment. 41:26 Concluding comments 42:22 James Last Words