I don't subscribe to the cult of James Marsh here and have been more critical of him than most. Likewise, I don't place any undeserved faith in Chris Gale. I only judge company leaders on what they have achieved and delivered to date. I don't think it's unreasonable to suggest that in a two-horse race, JM has achieved more over the past couple of years, getting through a PFS, DFS, mining approval, takeover, etc. and through the difficulties of COVID. CG and his team may well get there but quite a few hurdles to jump yet.
I certainly agree with your last point that if ADN can develop uses for and commercialise halloysite, then we will all benefit. Here's hoping that is the case.
ADN vs WAK, page-18
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