Yes sorry terry and this is what Uncle does, deflects.ADN has...

Yes sorry terry and this is what Uncle does, deflects.

ADN has moved on and evolved, the evolution is a result of the Kaolin being tested and the realisation the quality (along with supply and demand) demands a higher premium and therefore different market/s/regions etc. It's also good business sense not to have all your sales in one country, look what China did with wine etc. Another point is that the DFS's have been quite clear on where ADN were heading with their products, it's not really changed that much when you compare the two.

As for your product comment, this is incorrect, ADN have come up with the products and these have and are still being tested. We were fortune enough to get results back so we are able to compare ADN's products to VESCOS and others. Uncle was actually correct on a point, when fired, some Kaolin's can improve their 'whiteness' but not by much. The fired results are what are so important when comparing Kaolin's, whilst we have the chemical breakdowns, you do not know how it reacts under pressing and firing. ADN's has proven to be exceptional hence the direction that Bob has now focused the company. When comparing you need to look at L, A & B amongst other things. ADN has provided this and I have provided it for VESCO, see the post to Giga, you will need to jump on the website and look at each of their fired results on the dropdowns. ADN's is well ahead and therefore not likely a competitor.

There are many reasons for the SP over the years, all our strategies will be different and therefore our average prices. Patience is something that has has an impact along with many other things.