I'm not convinced about the Halloysite/Kaolin thing myself - IMO it's a bit like Graphite; there doesn't seem to be any shortage of it around - ATC, ZEO, FYI, LRS, AX8, WAK & ADN (and some I've missed no doubt). Most going after the HPA market, which is currently tiny but has all the wannabe's regurgitating the 'forecasts indicate a significant deficit in the coming years' line to hook in the punters. Plus, others such as A4N (I hold) and KRR are going after HPA without building a mine, using a solvent extraction method.
It's pretty busy out there.
Good luck to iTech, an odd choice of name for a mining company.
AXE Price at posting:
$1.86 Sentiment: Buy Disclosure: Held
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