Hmm I believe EDE has a very large project on hold called...

Hmm I believe EDE has a very large project on hold called Hythane, now how can you guarantee they won't try that again and then there's EdenPlast still very much untried and arguably speculative and then who's to say they won't try your suggested mudbricks or some other materials with CNTs? Could do this, could do that - the facts from the qtly report are TAS isn't undertaking any exploration activity and rightly so in this market. You can't predict what either company will or won't do, so I think your so called argument is flawed along with your mirror!