Ann: ADN: Great White Kaolin Project Update, page-21

Well folks just reading the ADN thread re recent interview with JM leaves no doubt in my mind how significant this JV is going to be

I will stick by my prognosis of a Stage 1, Stage 2 scenario on Kaolin with Kaolin Blend ( high Halloysite content) stage 1 wet processing either at increased volume ( perhaps 750kt mining ?) or as per PFS ( 500 kt mining ) but with a Stage 2 kicker

Stage 2 could be one or more of the following and could happen relatively quickly ( 1-2 years )

Dry Processed (Seperate Plant )
PW50 for kaolin market
PW50 for concrete concrete

Wet Processed ( Modular addition to stage 1 plant)
Ultra high purity Kaolin (low Halloysite)

There is so much to like here especially considering some of the lofty valuations on junior Li, none of which will be mining in 2022

GLTAH