There is a wide range of DSO grades, certainly a high Al2O3...

There is a wide range of DSO grades, certainly a high Al2O3 grade is favourable and its generally 30%+ or GTFO

I think what sticks out so far is the yields and recoveries it stacks up very well compared to peers. There are 2 bottlenecks in kaolin dso operations, they revolve around throughput into the beneficiation plant and getting product to port.

Throughput: How much kaolin dug up from the ground are you going to run through the benefication plant and how much comes out the other end?
Peers have between 20-40% coming out the other end. Having yields in the 90%+ range means much more final product for an equivalent sized plant. for a 500ktpa plant perhaps 400ktpa+ compared to 100-200ktpa.

Getting it to port: Rail is such a big factor here. There are very real physical and practical limitations to how much you can feasibly truck not to mention it is generally significantly more expensive.