Ann: WAK - Three Year Offtake Agreement Signed, page-6

For discussion purposes only, what is your outlook on these players, and why it looks like such uncertain ground?

i will add that I divested from that sector, with a fairly painful loss, as it always promised, but severely failed to deliver.
Partnerships too seemed uncertain and structurally irregular and moved at glacial speeds, with on the ground inspection showing little to no advancement, over longish periods of time.

On the technological side however, I have absolutely NO idea. Was more a gut feeling that it could be a long time coming for market uptake in the BM sector, itself.
As usual, I could be completely and absolutely wrong on the whole story...

i would be really curious to read your outlook, as you have a far superior knowledge of the Kaolin industry itself, than I currently have.