I'm pretty sure they are thinking bigger. Sounds like with the Dry-processed Ore they could push offtakes beyond 200 ktpa as part of say a Stage 2.
That excludes premium products such as wet-processed Kaolin / Halloysite and HPA.
Market for Pure Halloysite is around 20,000 to 30,000 tonnes per year and the existing mines are depleting/depleted. So say 4,000 tonnes - that's an additional USD $12M revenue. Achieved via toll processing overseas.
HPA say 8,000 tonnes @ USD $30,000 = USD $240M revenue ( in practical terms they are working on collaborating for HPA production in China ). Might be a JV of some form and hence revenue sharing.
https://www.asx.com.au/asxpdf/20190528/pdf/445f0rb6ly8l5f.pdf
The Premium Kaolin Product mentioned below is essentially the Letter of Intent just signed (https://www.asx.com.au/asxpdf/20190718/pdf/446q68pqggy08c.pdf ).
General comments/chat, page-1303
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