I am not 100% across the chemical composition, however believe the control system is the real strength of SDV.
I also have worked extensively with flocculants and coagulants in an industry which SDV is now selling into, many chemical suppliers are motivated to negotiate supply agreements, however none are much interested in working closely with the company to solve complex problems. Ultra fines (mining) recovery is a well known but largely not targeted industry (by chemical supplier), this is where SDV is well and truley aimed. And as I am aware, the combination of sensory smarts aligned with solid control logic allows SDV to offer not a chemical, a solution to maximise recovery given any operating condition.
The BHP agreement is a huge one, any mining company loves aggregating supply agreement to leverage contractual negotiations... IMO a matter of time before the central QLD metallurgical coal contract is announced... All IMO
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