I'll make a big call here and say something might happen after Easter. I have a feeling that a big order is in the pipeline (can't say more than that). If I cry wolf long enough I am likely to get a hit.
Anyway take it whatever way you want but if they got an order of say 600kt/yr of Kaocem (hypothetically only), which translates to 30k of Kaolin then this order could be easily met. My figures say that the sp should be 50c with an order that size. This is real blue sky but it is possible.
My feelings only so if you're risk averse ignore what I have said.
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