My preference would be for them to offload the Halloysite assets as soon as they are able.
I'd be wary of hanging on to them for too long as there is disruptive innovation happening in the HPA space that may affect traditional mining operations. A4N has a simpler flowsheet and is producing high purity HPA via a chemical feedstock and have an agreement with Orica in Gladstone. The market seems to be betting on it working as their MC is larger than all other Aussie HPA players combined. (Disclosure, I'm a holder)
Hopefully, pilot plant results will be useful, and the Halloysite consultant can help Archer offload the assets at a premium, I'm here for the quantum chip.
Good luck all.
Ann: Halloysite Pilot Plant Testing Update, page-13
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