What's the HPA project worth?, page-16

Has anybody else read the Hot Copper "RRS mail out" this morning regarding a near term HPA producer (not ADN). This is part of it : -

" the new opportunity in HPA, with demand forecast to grow by 15-20 per cent per annum over coming years. This growth is already being seen on the back of demand from LED lighting and is expected to accelerate as lithium batteries adopt HPA-coated separators to stop them catching fire.
He notes that while HPA has been around a long time, the new way of making it, which involves putting high purity kaolin through a leaching and purification process, is potentially a disruptive technology because it slashes the production cost."

Bodes extremely well for our ADN I hope.