"The resource isn’t like gold, silver, lithium etc where one can say it’s simply “grade is king” - it’s a very different end user market. This point is highlighted by your acknowledgement that it is hard to find a pricing available for the different kaolin going into each type of market - because they each serve a purpose and the “low” grade stuff is mainly used for paper and some coatings, where as high grade is used for ceramics and specialist coatings. Each end use attracts a different price."
This is why james is the GOAT marketer and was worth every penny and more.
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