completely different companies. WAK don’t deal with Hpa they are a straight producer of plain kaolin but very high quality and a massive deposit. Lower sell price per ton but when they are doing 200-400k tons per year over the next 2 years the income will be massive (80% offtake already accounted for on 200k tons).
clear to see this is in a massive accumulation stage with pip trading. It will stay this way for most of the year until the plant finished then boom, it’s game time
WAK Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
