Read slides 8, 9 & 10, this is what ITC have said after validating and this mixed with Ibero was enough for them to sign a BOA. ADN are able to supply a quality kaolin that fits each of the markets ITC have confirmed and what I posted on the heat map. The market is big enough for ADN to sell volumes that they have advised in the DFS. The less messing with mixtures the easier it is to produce the end product, especially if it brings cost savings through reduced opacifiers.
SACMI have also tested it, read their remarks, these are the guys that have made the new machines for large slabs that are being bought by some big players.
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