who said its cheap and abundant? I would say the cheap stuff is abundant but there are many higher markets, obviously. i agree with the article - theres a shortage coming. But the article also raises a good question then - the company you mention is already operating, that has a product that is ALREADY being sold for $3000 per tonne, that will increase production by 400%, is currently testing for 4N or 5N (perhaps ADN is the only company that can achieve 4N with 1 process with everyone else needing 2, I'll take your word for it) but what if 5N was achieved..? no-one has done that before. Also developing a second kaolin mine in WA.
a quick search indicates they also have a silica resource. They have no halloysite.
one could easily conclude one of the companies is over valued or one is under valued. could it be both?
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