JM 50mins, page-29

BASF would be my prime assumption given they are “the largest chemical producer in the world” while also operating in the industrial minerals space:



It is a behemoth with an absolutely monstrous market capitalisation and thus with seriously deep pockets:



I have long considered BASF as a likely candidate (if not the most likely candidate) for serious interest in ADN, whether as an offtake / joint venture partner or potential takeover suitor.

There is the previous halloysite-kaolin agreement BASF had with Applied Minerals as noted above.

Shall be interesting to see what may transpire here. Best wishes to all.