and again, I’m not talking about Vesco.there are MANY bright...

and again, I’m not talking about Vesco.
there are MANY bright white high grade deposits in Ukraine.
as they come back on they will very much take what adn are talking about trying to get. that opportunity vanishes.
u know this simply by virtue of the fact that’s what the company told you. They can fill the high grade kaolin void created by the war. they mentioned this like a million times. check the last preso.
that is specifically , substitution.
my point being, there will be no substitution because it is coming back on line.

u can argue ur trying for a new market. sure , ok. zircon replacement. Untried untested. could it work? dunno. might do.
but I think the manufacturing and logistic costs will blow it up. I reckon they can buy the bright white Ukraine stuff and just use zircon. it’ll b cheaper