What this article highlighted to me (other than the fact they called PS 'Solar Sapphire'), is A4N. I wasn't really across what they were doing. I find it promising that someone is just going and building a processing plant.
This means that we could probably look into mining Ballarat once this gets going and secure some processing capacity without integrating kaolin into the PS process. Alternatively we could ship clay halfway across the world like ADN, however, I don't really like that business model.
Ann: Investor Presentation - Revised, page-83
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